Purchases and Sales Made in Q1 2025 in Ishares Tr Fallen Angels Usd B (FALN)
This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR FALLEN ANGELS USD B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130K+ 42.11% |
$3.46M - $3.53M
|
439K
$11.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73.4KNew |
$1.96M - $1.99M
|
73.4K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72KNew |
$1.92M - $1.95M
|
72K
$1.89M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
70.6KNew |
$1.88M - $1.92M
|
70.6K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
64KNew |
$1.71M - $1.74M
|
64K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
58.6K+ 11.11% |
$1.56M - $1.59M
|
586K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.8KNew |
$820K - $836K
|
30.8K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
28.4K+ 8.88% |
$756K - $770K
|
348K
$9.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22K+ 11.78% |
$586K - $597K
|
209K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 20.41% |
$524K - $534K
|
116K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.7K+ 18.89% |
$499K - $509K
|
118K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
18.3K+ 11.14% |
$488K - $498K
|
183K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.1KNew |
$376K - $383K
|
14.1K
$370K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
13.4K+ 8.66% |
$358K - $365K
|
169K
$4.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$273K - $278K
|
10.2K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.97K+ 69.89% |
$266K - $271K
|
24.2K
$635K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.59KNew |
$255K - $260K
|
9.59K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.63K+ 10.34% |
$203K - $207K
|
81.4K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.55K+ 5.33% |
$201K - $205K
|
149K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.49K+ 51.2% |
$120K - $122K
|
13.3K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 70.05% |
$100K - $102K
|
9.12K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 10.85% |
$88.6K - $90.3K
|
34K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 1.93% |
$87.2K - $88.9K
|
173K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.45K+ 26.43% |
$65.3K - $66.5K
|
11.7K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.39K+ 27.26% |
$63.5K - $64.7K
|
11.1K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.99K+ 4.47% |
$53.1K - $54.1K
|
46.5K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.49K+ 4.1% |
$39.8K - $40.5K
|
37.9K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 1.77% |
$32.2K - $32.8K
|
69.7K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$32K - $32.6K
|
1.2K
$31.5K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.19K+ 2.56% |
$31.8K - $32.4K
|
47.9K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.05K+ 7.91% |
$28K - $28.5K
|
14.3K
$375K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1K+ 13.15% |
$26.7K - $27.2K
|
8.64K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
555+ 45.12% |
$14.8K - $15.1K
|
1.79K
$46.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
552+ 1.33% |
$14.7K - $15K
|
42K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
505New |
$13.5K - $13.7K
|
505
$13.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
442+ 1.72% |
$11.8K - $12K
|
26.1K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
404+ 2.18% |
$10.8K - $11K
|
19K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
224+ 2.47% |
$5.97K - $6.08K
|
9.28K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
194+ 102.11% |
$5.17K - $5.27K
|
384
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
161New |
$4.29K - $4.37K
|
161
$4.22K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 0.48% |
$3.12K - $3.18K
|
24.6K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 2.7% |
$1.76K - $1.79K
|
2.51K
$65.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 0.36% |
$1.63K - $1.66K
|
17.2K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 160.0% |
$1.28K - $1.3K
|
78
$2.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12+ 0.11% |
$320 - $326
|
10.5K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.69% |
$266 - $271
|
602
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 1.05% |
$1.47K - $1.49K
|
5.19K
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.16% |
$2.13K - $2.17K
|
48.7K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 0.98% |
$2.74K - $2.8K
|
10.4K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192- 50.0% |
$5.11K - $5.21K
|
192
$5.03K
|