Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.5K+ 32.01% |
$307K - $315K
|
43.3K
$1.16M
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$301K - $309K
|
10.3K
$275K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2K+ 15.18% |
$299K - $307K
|
77.7K
$2.08M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 43.26% |
$298K - $305K
|
33.8K
$902K
|
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.71K+ 74.36% |
$284K - $291K
|
22.8K
$608K
|
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
BUY
|
- |
9.57K+ 65.28% |
$279K - $287K
|
24.2K
$647K
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.5K+ 66.47% |
$278K - $285K
|
23.8K
$636K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.17KNew |
$268K - $275K
|
9.17K
$245K
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.13K+ 8.16% |
$267K - $274K
|
121K
$3.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.81K+ 26.57% |
$257K - $264K
|
42K
$1.12M
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.22KNew |
$240K - $246K
|
8.22K
$220K
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
8.14K+ 4.6% |
$238K - $244K
|
185K
$4.95M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.97K+ 43.03% |
$233K - $239K
|
26.5K
$708K
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
7.47K+ 75.5% |
$218K - $224K
|
17.4K
$464K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.29K+ 27.98% |
$213K - $218K
|
33.3K
$891K
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
7.25K+ 50.76% |
$212K - $217K
|
21.5K
$575K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
7.15KNew |
$209K - $214K
|
7.15K
$191K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.14K+ 34.87% |
$209K - $214K
|
27.6K
$738K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.12K+ 38.28% |
$208K - $213K
|
25.7K
$687K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.94K+ 26.5% |
$203K - $208K
|
33.2K
$886K
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.89K+ 24.77% |
$201K - $206K
|
34.7K
$927K
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.67K+ 7.1% |
$195K - $200K
|
101K
$2.69M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
6.62K+ 787.5% |
$193K - $198K
|
7.46K
$199K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.35K+ 20.51% |
$185K - $190K
|
37.3K
$997K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.86K+ 7.79% |
$171K - $176K
|
81.1K
$2.17M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.32K+ 18.06% |
$155K - $159K
|
34.8K
$929K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.97K+ 1.86% |
$145K - $149K
|
272K
$7.27M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.65K+ 28.54% |
$136K - $139K
|
20.9K
$560K
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.64K+ 6.21% |
$136K - $139K
|
79.4K
$2.12M
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.61K+ 102.47% |
$135K - $138K
|
9.11K
$243K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.34K+ 4.94% |
$127K - $130K
|
92.1K
$2.46M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.13K+ 10.91% |
$121K - $124K
|
42K
$1.12M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.88K+ 48.44% |
$113K - $116K
|
11.9K
$318K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.52K+ 59.04% |
$103K - $105K
|
9.48K
$253K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.4K+ 32.78% |
$99.3K - $102K
|
13.8K
$368K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 12.32% |
$98.8K - $101K
|
30.8K
$824K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.32K+ 20.65% |
$97K - $99.5K
|
19.4K
$518K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.26K+ 628.13% |
$95.2K - $97.7K
|
3.78K
$101K
|
|
|
Aug 03, 2021
Q2 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
3.12K+ 2.74% |
$91.1K - $93.4K
|
117K
$3.12M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.09K+ 7.7% |
$90.1K - $92.5K
|
43.2K
$1.15M
|
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 2.48% |
$87.1K - $89.4K
|
123K
$3.29M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.64K+ 24.37% |
$77K - $79K
|
13.5K
$359K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.63K+ 15.69% |
$76.9K - $78.9K
|
19.4K
$519K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.6K+ 32.36% |
$75.9K - $77.9K
|
10.6K
$284K
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.41K+ 27.76% |
$70.4K - $72.2K
|
11.1K
$296K
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.38K+ 12.44% |
$69.4K - $71.2K
|
21.5K
$574K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.27K+ 20.35% |
$66.3K - $68K
|
13.4K
$359K
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.27K+ 4.02% |
$66.2K - $67.9K
|
58.7K
$1.57M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 4.19% |
$56K - $57.5K
|
47.6K
$1.27M
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
1.81K+ 4.78% |
$52.9K - $54.2K
|
39.7K
$1.06M
|