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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.8K+ 12.24% |
$52.5K - $53.8K
|
16.5K
$440K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.73K+ 4.44% |
$50.5K - $51.8K
|
40.7K
$1.09M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.73K+ 3.1% |
$50.4K - $51.7K
|
57.5K
$1.54M
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.69K+ 1.27% |
$49.2K - $50.5K
|
134K
$3.59M
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.6KNew |
$46.7K - $47.9K
|
1.6K
$42.8K
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.59K+ 10.06% |
$46.4K - $47.6K
|
17.4K
$465K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.56KNew |
$45.7K - $46.9K
|
1.56K
$41.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.5K+ 54.3% |
$43.7K - $44.8K
|
4.25K
$114K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.41K+ 3.46% |
$41.1K - $42.1K
|
42.1K
$1.12M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.34K+ 17.38% |
$39.1K - $40.1K
|
9.03K
$241K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 3.15% |
$37.3K - $38.3K
|
41.8K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.24K+ 7.81% |
$36.2K - $37.1K
|
17.1K
$457K
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 10.96% |
$33.1K - $34K
|
11.5K
$307K
|
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.08K+ 1.53% |
$31.5K - $32.4K
|
71.6K
$1.91M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
884+ 2.44% |
$25.8K - $26.5K
|
37.2K
$993K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
883+ 2.43% |
$25.8K - $26.5K
|
37.2K
$993K
|
|
|
Aug 04, 2021
Q2 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
772+ 0.11% |
$22.6K - $23.1K
|
689K
$18.4M
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
752+ 4.52% |
$22K - $22.5K
|
17.4K
$465K
|
|
|
Jul 14, 2021
Q2 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
735+ 0.51% |
$21.5K - $22K
|
146K
$3.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
572+ 19.02% |
$16.7K - $17.1K
|
3.58K
$95.6K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
487+ 4.93% |
$14.2K - $14.6K
|
10.4K
$277K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
487+ 1.49% |
$14.2K - $14.6K
|
33.2K
$886K
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
449+ 2.16% |
$13.1K - $13.5K
|
21.2K
$566K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
398+ 247.2% |
$11.6K - $11.9K
|
559
$14.9K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
371+ 0.32% |
$10.8K - $11.1K
|
117K
$3.11M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
351+ 2.43% |
$10.3K - $10.5K
|
14.8K
$395K
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
285+ 0.82% |
$8.32K - $8.54K
|
35K
$936K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
280+ 66.04% |
$8.18K - $8.39K
|
704
$18.8K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
277New |
$8.09K - $8.3K
|
277
$7.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
238+ 2.31% |
$6.95K - $7.13K
|
10.5K
$282K
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
211+ 0.34% |
$6.16K - $6.32K
|
62.7K
$1.68M
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
175+ 65.06% |
$5.11K - $5.24K
|
444
$11.9K
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
167+ 1.55% |
$4.88K - $5K
|
10.9K
$292K
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 1.21% |
$3.83K - $3.92K
|
10.9K
$292K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
114New |
$3.33K - $3.42K
|
114
$3.05K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 2.29% |
$2.66K - $2.73K
|
4.07K
$109K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38+ 3.79% |
$1.11K - $1.14K
|
1.04K
$27.8K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34+ 17.0% |
$993 - $1.02K
|
234
$6.25K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.12% |
$380 - $389
|
11.3K
$301K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
10New |
$292 - $300
|
10
$267
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.87% |
$87.6 - $89.9
|
347
$9.27K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-130- 1.1% |
$3.8K - $3.89K
|
11.7K
$312K
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-135- 0.4% |
$3.94K - $4.04K
|
33.9K
$907K
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-173- 0.98% |
$5.05K - $5.18K
|
17.5K
$469K
|
|
|
Jul 19, 2021
Q2 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-280- 0.72% |
$8.18K - $8.39K
|
38.7K
$1.03M
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-305Closed |
$8.91K - $9.14K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-492Closed |
$14.4K - $14.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-574Closed |
$16.8K - $17.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-579- 2.06% |
$16.9K - $17.3K
|
27.6K
$737K
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-581- 2.5% |
$17K - $17.4K
|
22.7K
$605K
|