Purchases and Sales Made in Q2 2025 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 2025. 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 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
34.7K+ 6.46% |
$877K - $937K
|
572K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
23.6K+ 12.91% |
$597K - $638K
|
207K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 78.17% |
$497K - $531K
|
44.8K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 71.13% |
$435K - $465K
|
41.5K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.77K+ 3.69% |
$222K - $237K
|
247K
$6.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.17K+ 3.66% |
$156K - $167K
|
175K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 7.41% |
$131K - $140K
|
74.8K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.57K+ 82.35% |
$39.6K - $42.4K
|
3.47K
$93.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
779+ 0.22% |
$19.7K - $21K
|
349K
$9.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
646+ 0.88% |
$16.3K - $17.4K
|
73.8K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 86.88% |
$13.2K - $14.1K
|
1.13K
$30.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
341+ 1.39% |
$8.62K - $9.21K
|
24.9K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
150+ 1.05% |
$3.79K - $4.05K
|
14.5K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.13% |
$606 - $648
|
18.6K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.7% |
$25.3 - $27
|
38
$1.03K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$50.5 - $54
|
19K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 1.35% |
$859 - $918
|
2.48K
$66.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-210- 0.8% |
$5.31K - $5.67K
|
26K
$702K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 1.72% |
$6.32K - $6.75K
|
14.3K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-555- 31.09% |
$14K - $15K
|
1.23K
$33.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-822- 2.93% |
$20.8K - $22.2K
|
27.2K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850- 1.68% |
$21.5K - $23K
|
49.8K
$1.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.2K- 7.12% |
$55.6K - $59.4K
|
28.7K
$775K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.4K- 21.56% |
$60.6K - $64.8K
|
8.73K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 43.38% |
$169K - $180K
|
8.71K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.93K- 16.5% |
$175K - $187K
|
35.1K
$948K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.69K- 21.79% |
$194K - $208K
|
27.6K
$745K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.99K- 13.76% |
$252K - $270K
|
62.6K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-15.6K- 9.32% |
$393K - $420K
|
151K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.5K- 27.12% |
$493K - $527K
|
52.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-37.9K- 99.97% |
$958K - $1.02M
|
12
$324
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-572K- 97.64% |
$14.5M - $15.5M
|
13.9K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10M- 98.98% |
$253M - $271M
|
103K
$2.79M
|