Purchases and Sales Made in Q3 2022 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 2022. 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 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
5.02K+ 22.36% |
$120K - $131K
|
27.4K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.15K+ 45.58% |
$99.1K - $108K
|
13.2K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.86KNew |
$92.3K - $101K
|
3.86K
$103K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.22KNew |
$76.9K - $84K
|
3.22K
$86K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.14K+ 2.72% |
$75.1K - $82K
|
119K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.95K+ 20.27% |
$70.5K - $76.9K
|
17.5K
$467K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.85K+ 2.53% |
$68.1K - $74.4K
|
116K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.77K+ 11.42% |
$66.1K - $72.2K
|
27K
$721K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 10.81% |
$63.1K - $69K
|
27.1K
$724K
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.61K+ 22.36% |
$62.3K - $68K
|
14.3K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.33K+ 53.55% |
$55.6K - $60.7K
|
6.67K
$178K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.05KNew |
$49K - $53.5K
|
2.05K
$54.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2K+ 2.08% |
$47.9K - $52.3K
|
98.4K
$2.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
1.83K+ 9.3% |
$43.8K - $47.9K
|
21.6K
$576K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.74K+ 4.0% |
$41.6K - $45.4K
|
45.2K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.66K+ 11.44% |
$39.6K - $43.3K
|
16.1K
$431K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.45K+ 3.7% |
$34.6K - $37.8K
|
40.7K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09K+ 3.42% |
$26.1K - $28.5K
|
33K
$881K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 10.08% |
$24K - $26.2K
|
11K
$293K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
955+ 4.76% |
$22.8K - $24.9K
|
21K
$561K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
924+ 9.73% |
$22.1K - $24.1K
|
10.4K
$278K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
912+ 4.14% |
$21.8K - $23.8K
|
22.9K
$613K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
904+ 2.95% |
$21.6K - $23.6K
|
31.5K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
887+ 133.38% |
$21.2K - $23.2K
|
1.55K
$41.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
825New |
$19.7K - $21.5K
|
825
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
627New |
$15K - $16.4K
|
627
$16.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
575+ 2.63% |
$13.7K - $15K
|
22.5K
$601K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
506New |
$12.1K - $13.2K
|
506
$13.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
491+ 10.05% |
$11.7K - $12.8K
|
5.38K
$144K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
478+ 5.21% |
$11.4K - $12.5K
|
9.66K
$258K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
411+ 1.83% |
$9.82K - $10.7K
|
22.8K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
348+ 0.37% |
$8.32K - $9.08K
|
94.1K
$2.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
332+ 33.98% |
$7.93K - $8.67K
|
1.31K
$35K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
308+ 28.39% |
$7.36K - $8.04K
|
1.39K
$37.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
284+ 2.88% |
$6.79K - $7.41K
|
10.2K
$271K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
250New |
$5.98K - $6.53K
|
250
$6.68K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
219New |
$5.23K - $5.72K
|
219
$5.85K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
163+ 1.23% |
$3.9K - $4.25K
|
13.4K
$357K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 44.29% |
$3.8K - $4.15K
|
518
$13.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
132+ 153.49% |
$3.15K - $3.45K
|
218
$5.82K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
105+ 0.87% |
$2.51K - $2.74K
|
12.2K
$327K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
95+ 1.61% |
$2.27K - $2.48K
|
5.99K
$160K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88New |
$2.1K - $2.3K
|
88
$2.35K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35New |
$837 - $914
|
35
$935
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
26New |
$621 - $679
|
26
$695
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 2.95% |
$311 - $339
|
454
$12.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 1.22% |
$311 - $339
|
1.08K
$28.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$95.6 - $104
|
1.15K
$30.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 1.85% |
$47.8 - $52.2
|
110
$2.94K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 4.0% |
$23.9 - $26.1
|
24
$641
|