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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.7K- 4.72% |
$88.5K - $96.6K
|
74.7K
$2M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.8K- 20.48% |
$90.7K - $99.1K
|
14.7K
$394K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.91K- 7.88% |
$93.5K - $102K
|
45.8K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.96K- 5.21% |
$94.6K - $103K
|
72K
$1.92M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4.15K- 30.69% |
$99.2K - $108K
|
9.38K
$251K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 9.2% |
$101K - $110K
|
41.8K
$1.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.4K- 1.69% |
$105K - $115K
|
256K
$6.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.66K- 8.87% |
$111K - $122K
|
47.9K
$1.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.72K- 13.74% |
$113K - $123K
|
29.6K
$791K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-4.87K- 2.72% |
$116K - $127K
|
174K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.94K- 45.04% |
$118K - $129K
|
6.03K
$161K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.13K- 6.51% |
$123K - $134K
|
73.6K
$1.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.2K- 28.53% |
$124K - $136K
|
13K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.22K- 6.71% |
$125K - $136K
|
72.6K
$1.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.27K- 17.02% |
$126K - $137K
|
25.7K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.3K- 10.87% |
$127K - $138K
|
43.4K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.37K- 3.7% |
$128K - $140K
|
140K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.48K- 29.86% |
$131K - $143K
|
12.9K
$344K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-5.79K- 20.73% |
$138K - $151K
|
22.1K
$591K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.21K- 18.2% |
$148K - $162K
|
27.9K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.28K- 15.34% |
$150K - $164K
|
34.7K
$926K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.34K- 57.2% |
$152K - $166K
|
4.75K
$127K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.64K- 44.03% |
$159K - $173K
|
8.44K
$225K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-6.66K- 6.05% |
$159K - $174K
|
104K
$2.77M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.67K- 17.19% |
$160K - $174K
|
32.2K
$859K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.74K- 11.57% |
$185K - $202K
|
59.1K
$1.58M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.96K- 22.36% |
$190K - $208K
|
27.6K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.17K- 18.47% |
$195K - $213K
|
36.1K
$964K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.81K- 38.39% |
$210K - $230K
|
14.1K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.9K- 7.76% |
$213K - $232K
|
106K
$2.83M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.97K- 42.43% |
$214K - $234K
|
12.2K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.33K- 44.14% |
$223K - $244K
|
11.8K
$316K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.66K- 3.57% |
$231K - $252K
|
261K
$6.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 0.26% |
$245K - $267K
|
3.98M
$106M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 57.31% |
$270K - $295K
|
8.42K
$225K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 34.72% |
$274K - $299K
|
21.6K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.8K- 52.04% |
$281K - $307K
|
10.8K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.8K- 41.06% |
$281K - $307K
|
16.9K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.8K- 49.14% |
$281K - $307K
|
12.2K
$326K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-12.1K- 22.46% |
$289K - $315K
|
41.7K
$1.11M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.3K- 4.79% |
$295K - $322K
|
245K
$6.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.7K- 34.25% |
$305K - $333K
|
24.5K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-12.9K- 16.89% |
$309K - $337K
|
63.6K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14K- 27.17% |
$335K - $366K
|
37.6K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-15.2K- 27.18% |
$363K - $396K
|
40.6K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15.3K- 18.43% |
$366K - $400K
|
67.8K
$1.81M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.6KClosed |
$397K - $433K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-18K- 25.05% |
$431K - $471K
|
54K
$1.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-19.2K- 40.83% |
$459K - $501K
|
27.8K
$743K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 21.34% |
$497K - $543K
|
76.7K
$2.05M
|