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 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.39K+ 59.37% |
$221K - $225K
|
19.8K
$536K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
7.11K+ 12.63% |
$212K - $216K
|
63.4K
$1.71M
|
|
|
Oct 20, 2021
Q3 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7.06K+ 6.05% |
$211K - $215K
|
124K
$3.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.78KNew |
$202K - $206K
|
6.78K
$183K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.56K+ 17.64% |
$196K - $200K
|
43.7K
$1.18M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.55K+ 17.64% |
$196K - $200K
|
43.7K
$1.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.51K+ 9.32% |
$194K - $198K
|
76.4K
$2.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.38K+ 19.15% |
$191K - $194K
|
39.7K
$1.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.38KNew |
$190K - $194K
|
6.38K
$172K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.37K+ 10.85% |
$190K - $194K
|
65.1K
$1.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.29K+ 7.3% |
$188K - $192K
|
92.5K
$2.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.6K+ 6.07% |
$167K - $170K
|
97.7K
$2.64M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
5.19K+ 5.43% |
$155K - $158K
|
101K
$2.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.1K+ 728.57% |
$152K - $155K
|
5.8K
$157K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.64K+ 8.72% |
$138K - $141K
|
57.8K
$1.56M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.52K+ 32.81% |
$135K - $138K
|
18.3K
$494K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
4.35K+ 25.02% |
$130K - $132K
|
21.7K
$587K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.26KNew |
$127K - $130K
|
4.26K
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.1K+ 12.35% |
$122K - $125K
|
37.3K
$1.01M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
3.78K+ 15.59% |
$113K - $115K
|
28K
$756K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.73K+ 8.62% |
$111K - $114K
|
47K
$1.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.3KNew |
$98.5K - $100K
|
3.3K
$89.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.29K+ 36.12% |
$98.3K - $100K
|
12.4K
$335K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.27K+ 4.03% |
$97.6K - $99.5K
|
84.3K
$2.28M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
3.23K+ 28.68% |
$96.3K - $98.2K
|
14.5K
$391K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
3.2K+ 14.88% |
$95.5K - $97.3K
|
24.7K
$667K
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 7.27% |
$93.7K - $95.6K
|
46.3K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.01K+ 24.17% |
$89.8K - $91.6K
|
15.5K
$417K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3K+ 11.54% |
$89.6K - $91.3K
|
29K
$783K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.81K+ 8.97% |
$83.8K - $85.4K
|
34.1K
$921K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.8K+ 65.91% |
$83.6K - $85.3K
|
7.05K
$191K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 12.91% |
$79.6K - $81.2K
|
23.3K
$630K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.63K+ 13.55% |
$78.5K - $80.1K
|
22K
$595K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.51K+ 5.97% |
$74.9K - $76.4K
|
44.6K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.06K+ 11.74% |
$61.5K - $62.7K
|
19.6K
$530K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.89K+ 4.66% |
$56.5K - $57.7K
|
42.6K
$1.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.81K+ 16.56% |
$54.1K - $55.2K
|
12.8K
$344K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.81K+ 1.06% |
$53.9K - $54.9K
|
172K
$4.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.78K+ 1.94% |
$53.2K - $54.3K
|
93.8K
$2.53M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
1.32K+ 152.91% |
$39.3K - $40K
|
2.18K
$58.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.28K+ 65.88% |
$38.1K - $38.9K
|
3.22K
$86.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.2K+ 5.67% |
$35.9K - $36.6K
|
22.4K
$605K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 27.94% |
$33.9K - $34.6K
|
5.21K
$141K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.07K+ 14.29% |
$31.8K - $32.4K
|
8.52K
$230K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
993+ 11033.33% |
$29.6K - $30.2K
|
1K
$27.1K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
865+ 4.97% |
$25.8K - $26.3K
|
18.3K
$493K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
849+ 2.42% |
$25.3K - $25.8K
|
35.9K
$969K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
812+ 11.35% |
$24.2K - $24.7K
|
7.97K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
741+ 132.56% |
$22.1K - $22.6K
|
1.3K
$35.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
734+ 1.28% |
$21.9K - $22.3K
|
58.2K
$1.57M
|