Purchases and Sales Made in Q3 2024 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 2024. 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 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.82K+ 18.3% |
$229K - $242K
|
57K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.74K+ 77.17% |
$227K - $240K
|
20.1K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
8.62KNew |
$224K - $236K
|
8.62K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.61KNew |
$224K - $236K
|
8.61K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
8.26K+ 22.01% |
$215K - $226K
|
45.8K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
7.96KNew |
$207K - $218K
|
7.96K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.62KNew |
$198K - $209K
|
7.62K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.52K+ 118.93% |
$196K - $206K
|
13.8K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.44KNew |
$194K - $204K
|
7.44K
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
7.38K+ 12.15% |
$192K - $202K
|
68.1K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.35K+ 4.85% |
$191K - $202K
|
159K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.35K+ 39.84% |
$191K - $201K
|
25.8K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.29K+ 16.02% |
$190K - $200K
|
52.8K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 70.62% |
$184K - $194K
|
17.1K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.96K+ 16.73% |
$181K - $191K
|
48.5K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
6.65KNew |
$173K - $182K
|
6.65K
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.52K+ 17.61% |
$170K - $179K
|
43.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.41KNew |
$167K - $176K
|
6.41K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.58K+ 5.48% |
$145K - $153K
|
108K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.45K+ 56.21% |
$142K - $149K
|
15.1K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 156.76% |
$138K - $146K
|
8.72K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.87K+ 41.51% |
$127K - $133K
|
16.6K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.72K+ 9.21% |
$123K - $129K
|
55.9K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.71K+ 14.92% |
$122K - $129K
|
36.3K
$979K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.62K+ 87.59% |
$120K - $127K
|
9.9K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.5K+ 2.99% |
$117K - $123K
|
155K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
4.22K+ 0.38% |
$110K - $116K
|
1.12M
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.88K+ 4.82% |
$101K - $106K
|
84.3K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.36K+ 3.84% |
$87.3K - $92K
|
90.8K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.1K+ 11.98% |
$80.6K - $84.9K
|
28.9K
$782K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.08K+ 2.91% |
$80K - $84.3K
|
109K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3K+ 28.05% |
$78.1K - $82.3K
|
13.7K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 8.37% |
$71.6K - $75.5K
|
35.7K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.72K+ 15.18% |
$70.8K - $74.6K
|
20.6K
$558K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.67K+ 11.8% |
$69.3K - $73K
|
25.3K
$682K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.54K+ 4.0% |
$65.9K - $69.5K
|
65.9K
$1.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.52K+ 5.18% |
$65.4K - $68.9K
|
51.1K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 3.41% |
$58.1K - $61.2K
|
67.7K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.3K+ 2.63% |
$33.8K - $35.6K
|
50.7K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.23KNew |
$32K - $33.7K
|
1.23K
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16K+ 0.5% |
$30.1K - $31.7K
|
231K
$6.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 3.22% |
$28.8K - $30.3K
|
35.5K
$959K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.11K+ 11.85% |
$28.8K - $30.3K
|
10.4K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.09K+ 3.79% |
$28.4K - $29.9K
|
29.9K
$809K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.64% |
$27.6K - $29.1K
|
23.9K
$647K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.03K+ 26.63% |
$26.7K - $28.2K
|
4.89K
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
940+ 4.45% |
$24.4K - $25.8K
|
22.1K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
889+ 3.03% |
$23.1K - $24.4K
|
30.2K
$816K
|