Purchases and Sales Made in Q2 2022 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 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 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.84K+ 10.86% |
$93.4K - $107K
|
39.2K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.81K+ 72.13% |
$92.7K - $106K
|
9.1K
$246K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.67K+ 5.22% |
$89.4K - $102K
|
74.1K
$2M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 2.86% |
$84.9K - $97.2K
|
125K
$3.39M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.81K+ 9.31% |
$68.4K - $78.3K
|
33K
$892K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.78K+ 177.75% |
$67.6K - $77.4K
|
4.34K
$117K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.35K+ 3.93% |
$57.2K - $65.5K
|
62.2K
$1.68M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
2.3K+ 2.75% |
$56K - $64.2K
|
86.2K
$2.33M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.17K+ 17.54% |
$52.8K - $60.4K
|
14.5K
$393K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.09K+ 6.25% |
$50.9K - $58.3K
|
35.6K
$961K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.94K+ 4.87% |
$47.2K - $54K
|
41.8K
$1.13M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 17.12% |
$39.4K - $45.1K
|
11.1K
$299K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.5K+ 20.27% |
$36.5K - $41.8K
|
8.9K
$240K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 5.02% |
$36.3K - $41.5K
|
31.2K
$843K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.45K+ 1.54% |
$35.1K - $40.2K
|
95.2K
$2.57M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 0.92% |
$26.4K - $30.2K
|
119K
$3.21M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.05K+ 0.7% |
$25.6K - $29.3K
|
152K
$4.1M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.02K+ 1.75% |
$24.9K - $28.5K
|
59.3K
$1.6M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
874New |
$21.3K - $24.3K
|
874
$23.6K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
810New |
$19.7K - $22.6K
|
810
$21.9K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
801+ 4.16% |
$19.5K - $22.3K
|
20.1K
$542K
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
732+ 6.7% |
$17.8K - $20.4K
|
11.7K
$315K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
719New |
$17.5K - $20K
|
719
$19.4K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
637+ 8.05% |
$15.5K - $17.7K
|
8.55K
$231K
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
599New |
$14.6K - $16.7K
|
599
$16.2K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
441New |
$10.7K - $12.3K
|
441
$11.9K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
428+ 0.56% |
$10.4K - $11.9K
|
76.9K
$2.08M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
410+ 0.68% |
$9.97K - $11.4K
|
60.6K
$1.64M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
406+ 1.55% |
$9.87K - $11.3K
|
26.7K
$720K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
318New |
$7.73K - $8.86K
|
318
$8.59K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
296+ 37.52% |
$7.2K - $8.24K
|
1.09K
$29.3K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
256+ 13.72% |
$6.23K - $7.13K
|
2.12K
$57.3K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
247+ 1372.22% |
$6.01K - $6.88K
|
265
$7.16K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180+ 2.39% |
$4.38K - $5.01K
|
7.7K
$208K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
178New |
$4.33K - $4.96K
|
178
$4.81K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
135New |
$3.28K - $3.76K
|
135
$3.65K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
92New |
$2.24K - $2.56K
|
92
$2.48K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
66New |
$1.61K - $1.84K
|
66
$1.78K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
44New |
$1.07K - $1.23K
|
44
$1.19K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
38New |
$924 - $1.06K
|
38
$1.03K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$803 - $919
|
33
$891
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.14% |
$292 - $334
|
1.07K
$28.8K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 1.13% |
$97.3 - $111
|
359
$9.7K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.93% |
$24.3 - $27.9
|
108
$2.92K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 10.71% |
$73 - $83.6
|
25
$675
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-21Closed |
$511 - $585
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45- 0.53% |
$1.09K - $1.25K
|
8.39K
$227K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-49- 0.44% |
$1.19K - $1.36K
|
11K
$296K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-59Closed |
$1.43K - $1.64K
|
0
$0
|