Purchases and Sales Made in Q2 2023 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 2023. 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 07, 2023 Q2 2023
Coastline Trust CO

BUY
 -
12K
+ 45.45%
$296K - $304K
38.4K $1.04M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
11.5K
New
$282K - $291K
11.5K $310K
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
11K
+ 95.26%
$271K - $279K
22.5K $609K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
10.4K
+ 41.02%
$257K - $264K
35.8K $968K
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
10.4K
+ 9.31%
$256K - $264K
122K $3.3M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
10.4K
+ 10.02%
$255K - $263K
114K $3.07M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
10K
+ 196.2%
$247K - $254K
15.1K $408K
Jul 21, 2023 Q2 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
10K
New
$246K - $254K
10K $270K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
9.75K
+ 14.51%
$240K - $247K
77K $2.08M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.4K
+ 54.55%
$232K - $238K
26.6K $719K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
8.5K
New
$210K - $216K
8.5K $230K
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
8.11K
New
$200K - $206K
8.11K $219K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
7.85K
+ 746.58%
$194K - $199K
8.91K $241K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6.72K
+ 29.82%
$166K - $170K
29.3K $790K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
5.32K
+ 1121.73%
$131K - $135K
5.79K $156K
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
5.3K
+ 14.74%
$130K - $134K
41.2K $1.11M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.29K
+ 48.29%
$130K - $134K
16.2K $439K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
5.25K
+ 20.07%
$129K - $133K
31.4K $849K
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
5.21K
+ 24.93%
$128K - $132K
26.1K $704K
Jul 18, 2023 Q2 2023
Financial Life Advisors

BUY
 -
4.32K
+ 11.35%
$106K - $110K
42.4K $1.14M
Aug 04, 2023 Q2 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
3.92K
+ 15.6%
$96.6K - $99.5K
29K $785K
Jul 28, 2023 Q2 2023
Novare Capital Management LLC

BUY
 -
3.53K
+ 11.38%
$86.9K - $89.4K
34.5K $932K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.4K
+ 12.5%
$83.7K - $86.1K
30.5K $825K
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
3.25K
+ 6.12%
$80.2K - $82.5K
56.4K $1.52M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.13K
+ 19.2%
$77.2K - $79.5K
19.4K $525K
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
3.08K
+ 8.73%
$75.9K - $78.1K
38.4K $1.04M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
2.78K
+ 17.62%
$68.4K - $70.5K
18.5K $501K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
2.73K
+ 8.7%
$67.3K - $69.3K
34.1K $922K
Jul 20, 2023 Q2 2023
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
2.58K
+ 7.83%
$63.6K - $65.5K
35.5K $960K
Aug 03, 2023 Q2 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
2.53K
+ 1.97%
$62.3K - $64.1K
131K $3.53M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
2.5K
+ 0.15%
$61.6K - $63.4K
1.69M $45.6M
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
2.43K
+ 3.0%
$59.8K - $61.6K
83.3K $2.25M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.36K
+ 4.73%
$58K - $59.7K
52.1K $1.41M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
2.27K
+ 26.48%
$55.9K - $57.6K
10.8K $293K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
2.23K
+ 10.28%
$54.8K - $56.5K
23.9K $645K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.09K
+ 1.4%
$51.4K - $53K
151K $4.09M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.04K
+ 4.01%
$50.3K - $51.8K
53K $1.43M
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
1.78K
+ 4.53%
$43.9K - $45.2K
41.1K $1.11M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
1.74K
+ 7.72%
$42.8K - $44.1K
24.3K $655K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1.68K
+ 4.74%
$41.4K - $42.7K
37.2K $1M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.56K
+ 0.8%
$38.4K - $39.5K
197K $5.33M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.51K
+ 12.47%
$37.1K - $38.2K
13.6K $367K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.51K
+ 12.47%
$37.1K - $38.2K
13.6K $367K
Aug 08, 2023 Q2 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
1.38K
+ 21.84%
$34.1K - $35.1K
7.71K $208K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.32K
+ 7.58%
$32.5K - $33.5K
18.7K $506K
Jul 27, 2023 Q2 2023
Caliber Wealth Management, LLC

BUY
 -
1.3K
+ 2.07%
$32.1K - $33.1K
64.2K $1.73M
Jul 13, 2023 Q2 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
1.29K
+ 4.23%
$31.9K - $32.8K
31.9K $861K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.28K
+ 0.43%
$31.4K - $32.4K
301K $8.12M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.15K
New
$28.3K - $29.2K
1.15K $31.1K

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