Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$495K - $505K
|
16.6K
$444K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16.4KNew |
$491K - $501K
|
16.4K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.4K+ 6.25% |
$490K - $500K
|
279K
$7.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
16.3KNew |
$488K - $498K
|
16.3K
$438K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
16.1K+ 8.59% |
$480K - $489K
|
203K
$5.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
15.6K+ 15.83% |
$465K - $474K
|
114K
$3.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.4KNew |
$461K - $470K
|
15.4K
$413K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.4K+ 44.22% |
$459K - $468K
|
50.1K
$1.34M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 10.23% |
$455K - $464K
|
164K
$4.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
15.1KNew |
$449K - $458K
|
15.1K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15K+ 3.5% |
$449K - $458K
|
445K
$11.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7K+ 18.91% |
$439K - $448K
|
92.5K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.6K+ 85.17% |
$437K - $445K
|
31.8K
$852K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.5K+ 24.08% |
$433K - $442K
|
74.8K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.3K+ 36.31% |
$426K - $434K
|
53.5K
$1.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.3K+ 122.21% |
$426K - $434K
|
25.9K
$694K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13.7K+ 45.46% |
$408K - $416K
|
43.8K
$1.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.6KNew |
$406K - $415K
|
13.6K
$365K
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$398K - $406K
|
13.3K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.1K+ 31.22% |
$391K - $399K
|
55.1K
$1.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13KNew |
$388K - $395K
|
13K
$348K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
12.9K+ 34.62% |
$385K - $393K
|
50.2K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 4.55% |
$384K - $392K
|
296K
$7.93M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.7KNew |
$380K - $387K
|
12.7K
$341K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 45.64% |
$373K - $380K
|
39.9K
$1.07M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12.2KNew |
$363K - $370K
|
12.2K
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.9K+ 81.24% |
$354K - $361K
|
26.5K
$708K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.8K+ 87.79% |
$352K - $359K
|
25.3K
$676K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 28.2% |
$352K - $359K
|
53.6K
$1.43M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.6K+ 113.04% |
$348K - $355K
|
22K
$588K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.6K+ 33.01% |
$347K - $354K
|
46.8K
$1.25M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
11.3K+ 12.13% |
$336K - $343K
|
104K
$2.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 20.59% |
$330K - $336K
|
64.7K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.6KNew |
$315K - $322K
|
10.6K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.5KNew |
$313K - $319K
|
10.5K
$281K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
9.41KNew |
$281K - $287K
|
9.41K
$252K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.15K+ 11.59% |
$273K - $278K
|
88.1K
$2.36M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.01K+ 21.45% |
$269K - $274K
|
51K
$1.37M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.77KNew |
$262K - $267K
|
8.77K
$235K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.76K+ 24.14% |
$262K - $267K
|
45.1K
$1.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.65KNew |
$258K - $263K
|
8.65K
$232K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
8.63KNew |
$258K - $263K
|
8.63K
$231K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
8.4K+ 8.64% |
$251K - $256K
|
106K
$2.83M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.37K+ 39.96% |
$250K - $255K
|
29.3K
$785K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
8.36K+ 38.82% |
$250K - $254K
|
29.9K
$801K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.29K+ 13.86% |
$248K - $252K
|
68.1K
$1.82M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
8.07KNew |
$241K - $245K
|
8.07K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.74KNew |
$231K - $236K
|
7.74K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.7KNew |
$230K - $234K
|
7.7K
$206K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.48K+ 21.56% |
$223K - $228K
|
42.2K
$1.13M
|