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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
555+ 0.38% |
$16.6K - $16.9K
|
146K
$3.95M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
548+ 3.71% |
$16.4K - $16.7K
|
15.3K
$414K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
502+ 5.29% |
$15K - $15.3K
|
9.98K
$270K
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
379+ 0.41% |
$11.3K - $11.5K
|
92.8K
$2.51M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
360New |
$10.7K - $11K
|
360
$9.72K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
358+ 1.36% |
$10.7K - $10.9K
|
26.6K
$718K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
261+ 1.58% |
$7.79K - $7.94K
|
16.7K
$452K
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
256+ 3.11% |
$7.64K - $7.79K
|
8.48K
$229K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
255New |
$7.61K - $7.76K
|
255
$6.89K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
254New |
$7.58K - $7.73K
|
254
$6.86K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
226+ 50.9% |
$6.75K - $6.88K
|
670
$18.1K
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
208+ 0.76% |
$6.21K - $6.33K
|
27.5K
$743K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161+ 81.73% |
$4.81K - $4.9K
|
358
$9.67K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
104+ 0.31% |
$3.1K - $3.17K
|
34K
$919K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17New |
$507 - $517
|
17
$459
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$149 - $152
|
5
$135
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.58% |
$59.7 - $60.9
|
349
$9.43K
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-6- 0.03% |
$179 - $183
|
19.1K
$516K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10Closed |
$299 - $304
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-40- 0.36% |
$1.19K - $1.22K
|
11.1K
$299K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 6.25% |
$2.99K - $3.04K
|
1.5K
$40.5K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-144- 0.74% |
$4.3K - $4.38K
|
19.2K
$519K
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-176- 1.01% |
$5.25K - $5.36K
|
17.2K
$465K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-197- 18.92% |
$5.88K - $6K
|
844
$22.8K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-260- 1.45% |
$7.76K - $7.91K
|
17.7K
$477K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-282- 1.65% |
$8.42K - $8.58K
|
16.8K
$454K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-508- 13.44% |
$15.2K - $15.5K
|
3.27K
$88.3K
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-521- 0.83% |
$15.6K - $15.9K
|
62.2K
$1.68M
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-742- 6.69% |
$22.1K - $22.6K
|
10.4K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-870- 24.31% |
$26K - $26.5K
|
2.71K
$73.2K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-873- 9.52% |
$26.1K - $26.6K
|
8.3K
$224K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.11K- 12.27% |
$33.1K - $33.7K
|
7.92K
$214K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 10.36% |
$41.6K - $42.4K
|
12K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 66.96% |
$42.8K - $43.7K
|
708
$19.1K
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.5K- 1.17% |
$44.8K - $45.7K
|
126K
$3.41M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 1.29% |
$46.4K - $47.3K
|
119K
$3.2M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-1.56K- 8.91% |
$46.4K - $47.4K
|
15.9K
$430K
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2K- 5.16% |
$59.6K - $60.8K
|
36.7K
$991K
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.17K- 9.12% |
$64.8K - $66.1K
|
21.6K
$584K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.35K- 0.61% |
$70.1K - $71.5K
|
380K
$10.3M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.62K- 25.24% |
$78.1K - $79.6K
|
7.75K
$209K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.04K- 5.59% |
$121K - $123K
|
68.2K
$1.84M
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 4.12% |
$135K - $138K
|
106K
$2.85M
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-6.78K- 17.09% |
$202K - $206K
|
32.9K
$888K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.52K- 6.51% |
$224K - $229K
|
108K
$2.92M
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-8.86K- 4.11% |
$265K - $270K
|
207K
$5.59M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.3K- 2.38% |
$308K - $314K
|
424K
$11.5M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$315K - $321K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.5KClosed |
$343K - $349K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.7K- 41.65% |
$379K - $386K
|
17.8K
$480K
|