Purchases and Sales Made in Q2 2022 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q2 2022. 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 16, 2022 Q2 2022
Scs Capital Management LLC

Boston, MA
BUY
 -
569K
+ 29.77%
$13.8M - $15.9M
2.48M $66.3M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
513K
+ 15.87%
$12.5M - $14.3M
3.74M $100M
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
403K
New
$9.8M - $11.2M
403K $10.8M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
161K
+ 160.45%
$3.91M - $4.47M
261K $6.97M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
105K
+ 64.47%
$2.55M - $2.92M
267K $7.15M
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
99.2K
New
$2.41M - $2.76M
99.2K $2.65M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
81.4K
+ 13.1%
$1.98M - $2.27M
703K $18.8M
Aug 04, 2022 Q2 2022
Cavalier Investments, LLC

BUY
 -
81K
New
$1.97M - $2.25M
81K $2.16M
Aug 10, 2022 Q2 2022
Vicus Capital

State College, PA
BUY
 -
78.7K
New
$1.91M - $2.19M
78.7K $2.1M
Jul 26, 2022 Q2 2022
Argi Investment Services, LLC

BUY
 -
74.5K
+ 200.77%
$1.81M - $2.07M
112K $2.98M
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
69.7K
+ 70.12%
$1.7M - $1.94M
169K $4.52M
Aug 12, 2022 Q2 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
68.4K
+ 164.07%
$1.66M - $1.91M
110K $2.94M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
58.9K
+ 111.34%
$1.43M - $1.64M
112K $2.99M
Jul 22, 2022 Q2 2022
Esl Trust Services, LLC

BUY
 -
56.9K
+ 6.15%
$1.38M - $1.58M
981K $26.2M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
35.2K
+ 47.52%
$857K - $982K
109K $2.92M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
33.3K
+ 17.56%
$810K - $928K
223K $5.96M
Aug 15, 2022 Q2 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
32.3K
New
$786K - $901K
32.3K $864K
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
31.6K
+ 2112.32%
$767K - $879K
33.1K $883K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
30.7K
+ 219.9%
$746K - $854K
44.6K $1.19M
Aug 08, 2022 Q2 2022
Coombe, Bender & CO LLC

BUY
 -
30.6K
New
$745K - $853K
30.6K $819K
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

BUY
 -
30.4K
+ 34.5%
$738K - $846K
118K $3.16M
Jul 11, 2022 Q2 2022
Bms Financial Advisors, LLC

BUY
 -
30.3K
+ 47.12%
$736K - $843K
94.6K $2.53M
Aug 12, 2022 Q2 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
26.1K
+ 21.5%
$634K - $726K
147K $3.94M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.1K
New
$513K - $587K
21.1K $563K
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

BUY
 -
16.9K
New
$410K - $470K
16.9K $451K
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
16.2K
+ 40.92%
$394K - $451K
55.8K $1.49M
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

BUY
 -
15K
New
$366K - $419K
15K $402K
Aug 17, 2022 Q2 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
12.1K
New
$295K - $338K
12.1K $325K
Aug 09, 2022 Q2 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
12K
+ 40.57%
$293K - $335K
41.7K $1.11M
Aug 02, 2022 Q2 2022
Northwest Capital Management Inc

BUY
 -
12K
+ 25.94%
$292K - $334K
58.2K $1.56M
Jul 26, 2022 Q2 2022
Patriot Investment Management Inc.

BUY
 -
11.5K
New
$279K - $320K
11.5K $307K
Aug 02, 2022 Q2 2022
Kovitz Investment Group Partners, LLC

BUY
 -
11.4K
New
$278K - $318K
11.4K $305K
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
10.7K
New
$261K - $299K
10.7K $287K
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

BUY
 -
10.7K
+ 133.96%
$261K - $298K
18.7K $500K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
10K
New
$244K - $279K
10K $268K
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
9.87K
+ 4.68%
$240K - $275K
221K $5.89M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
9.18K
New
$223K - $256K
9.18K $245K
Aug 10, 2022 Q2 2022
Allie Family Office LLC

BUY
 -
9.12K
New
$222K - $254K
9.12K $244K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
7.88K
+ 70.89%
$192K - $219K
19K $508K
Aug 02, 2022 Q2 2022
Banque Cantonale Vaudoise

BUY
 -
7.28K
New
$177K - $203K
7.28K $195K
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.05K
+ 15.14%
$147K - $168K
46K $1.23M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
5.9K
New
$143K - $164K
5.9K $158K
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

BUY
 -
5.76K
New
$140K - $160K
5.76K $154K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
5.6K
+ 32.96%
$136K - $156K
22.6K $604K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
5.6K
+ 24.28%
$136K - $156K
28.7K $766K
Jul 12, 2022 Q2 2022
Caliber Wealth Management, LLC

BUY
 -
4.8K
+ 4.44%
$117K - $134K
113K $3.02M
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

BUY
 -
4.39K
+ 28.55%
$107K - $122K
19.7K $528K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
4.04K
+ 0.4%
$98.2K - $112K
1.02M $27.2M
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
3.94K
+ 49.85%
$95.8K - $110K
11.8K $316K

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