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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-240- 1.41% |
$6.24K - $6.58K
|
16.8K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-249- 5.9% |
$6.48K - $6.83K
|
3.97K
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-350- 23.73% |
$9.1K - $9.59K
|
1.13K
$30.4K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-354- 1.8% |
$9.21K - $9.7K
|
19.3K
$523K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-431- 91.12% |
$11.2K - $11.8K
|
42
$1.13K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-437- 1.65% |
$11.4K - $12K
|
26.1K
$704K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 3.92% |
$13K - $13.7K
|
12.3K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-572- 27.73% |
$14.9K - $15.7K
|
1.49K
$40.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-579- 29.42% |
$15.1K - $15.9K
|
1.39K
$37.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-587- 4.89% |
$15.3K - $16.1K
|
11.4K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-589- 1.3% |
$15.3K - $16.1K
|
44.7K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-592- 5.95% |
$15.4K - $16.2K
|
9.35K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-633- 2.65% |
$16.5K - $17.4K
|
23.3K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-807- 24.57% |
$21K - $22.1K
|
2.48K
$66.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-851- 2.87% |
$22.1K - $23.3K
|
28.8K
$778K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-935- 4.15% |
$24.3K - $25.6K
|
21.6K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-950- 0.84% |
$24.7K - $26K
|
113K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-992- 2.77% |
$25.8K - $27.2K
|
34.8K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-1.04K- 9.72% |
$27.1K - $28.6K
|
9.68K
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 1.64% |
$29.1K - $30.6K
|
67.2K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 11.22% |
$31.3K - $33K
|
9.53K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 0.93% |
$31.9K - $33.7K
|
131K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.27K- 1.57% |
$32.9K - $34.7K
|
79.6K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.3K- 82.05% |
$33.8K - $35.6K
|
284
$7.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.33K- 13.9% |
$34.6K - $36.4K
|
8.23K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.41K- 12.19% |
$36.7K - $38.7K
|
10.2K
$275K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.62K- 12.44% |
$42.2K - $44.4K
|
11.4K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.69K- 2.39% |
$43.9K - $46.3K
|
68.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.73K- 8.2% |
$44.9K - $47.4K
|
19.3K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.75K- 50.11% |
$45.4K - $47.8K
|
1.74K
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 17.05% |
$45.7K - $48.2K
|
8.55K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.08K- 15.32% |
$54K - $56.9K
|
11.5K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.08K- 7.52% |
$54.1K - $57K
|
25.6K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.13K- 6.45% |
$55.4K - $58.4K
|
30.9K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.19K- 1.59% |
$57K - $60K
|
135K
$3.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.94K- 9.44% |
$76.6K - $80.7K
|
28.2K
$763K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3K- 7.25% |
$78.1K - $82.3K
|
38.5K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.38K- 47.69% |
$87.9K - $92.7K
|
3.71K
$100K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.51K- 3.14% |
$91.4K - $96.3K
|
108K
$2.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.93K- 47.95% |
$102K - $108K
|
4.27K
$115K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.03K- 94.16% |
$105K - $110K
|
250
$6.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.16K- 13.19% |
$108K - $114K
|
27.4K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.18K- 3.63% |
$109K - $115K
|
111K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.84K- 24.41% |
$126K - $133K
|
15K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.93K- 10.15% |
$128K - $135K
|
43.7K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.12K- 6.97% |
$133K - $140K
|
68.4K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.35K- 11.62% |
$139K - $147K
|
40.6K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.71K- 4.59% |
$148K - $156K
|
119K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.2K- 12.4% |
$161K - $170K
|
43.8K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 37.79% |
$166K - $175K
|
10.5K
$284K
|