Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9M+ 81.82% |
$556M - $574M
|
42M
$1.13B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.22M+ 71.62% |
$124M - $128M
|
10.1M
$273M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85M+ 76.34% |
$113M - $117M
|
8.89M
$240M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.1M+ 61.91% |
$91M - $94M
|
8.1M
$219M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.92M+ 328.44% |
$85.9M - $88.8M
|
3.81M
$103M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.99M+ 79.9% |
$58.6M - $60.6M
|
4.49M
$121M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77M+ 46.0% |
$52.1M - $53.8M
|
5.62M
$152M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75M+ 463.44% |
$51.3M - $53M
|
2.12M
$57.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.37MNew |
$40.1M - $41.5M
|
1.37M
$36.9M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19M+ 87.44% |
$34.9M - $36.1M
|
2.55M
$68.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13M+ 89.31% |
$33.3M - $34.4M
|
2.4M
$64.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.11MNew |
$32.7M - $33.8M
|
1.11M
$30.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
888K+ 81.69% |
$26.1M - $27M
|
1.97M
$53.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
788K+ 185.82% |
$23.2M - $23.9M
|
1.21M
$32.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
687K+ 96.61% |
$20.2M - $20.9M
|
1.4M
$37.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
657K+ 79.03% |
$19.3M - $20M
|
1.49M
$40.2M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
629K+ 44.45% |
$18.5M - $19.1M
|
2.04M
$55.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
602K+ 110.84% |
$17.7M - $18.3M
|
1.15M
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
601KNew |
$17.7M - $18.2M
|
601K
$16.2M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
497K+ 3131.38% |
$14.6M - $15.1M
|
513K
$13.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
437K+ 246.52% |
$12.8M - $13.3M
|
614K
$16.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
415K+ 115.34% |
$12.2M - $12.6M
|
775K
$20.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
378KNew |
$11.1M - $11.5M
|
378K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
354K+ 215.77% |
$10.4M - $10.8M
|
519K
$14M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
349K+ 107.56% |
$10.2M - $10.6M
|
673K
$18.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
343KNew |
$10.1M - $10.4M
|
343K
$9.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
278K+ 51.45% |
$8.16M - $8.43M
|
817K
$22.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
270K+ 752.26% |
$7.94M - $8.2M
|
306K
$8.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
266K+ 30.64% |
$7.81M - $8.07M
|
1.13M
$30.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
264KNew |
$7.75M - $8.01M
|
264K
$7.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
254K+ 81.59% |
$7.47M - $7.72M
|
566K
$15.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
248KNew |
$7.3M - $7.54M
|
248K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
247K+ 25.46% |
$7.27M - $7.51M
|
1.22M
$32.9M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
233KNew |
$6.84M - $7.06M
|
233K
$6.28M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
218K+ 107.04% |
$6.4M - $6.61M
|
421K
$11.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
191K+ 121.63% |
$5.63M - $5.81M
|
349K
$9.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
190K+ 92.55% |
$5.6M - $5.78M
|
396K
$10.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
184K+ 23.56% |
$5.41M - $5.59M
|
965K
$26.1M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
182KNew |
$5.36M - $5.54M
|
182K
$4.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
182K+ 65.35% |
$5.36M - $5.54M
|
461K
$12.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
170K+ 67.63% |
$4.99M - $5.15M
|
420K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
165K+ 72.49% |
$4.84M - $5M
|
392K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
162K+ 828.06% |
$4.77M - $4.93M
|
182K
$4.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
162K+ 98.08% |
$4.76M - $4.91M
|
327K
$8.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
161K+ 47.94% |
$4.75M - $4.9M
|
498K
$13.5M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
161KNew |
$4.73M - $4.89M
|
161K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
156K+ 22.44% |
$4.59M - $4.74M
|
852K
$23M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
156KNew |
$4.58M - $4.74M
|
156K
$4.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
154KNew |
$4.53M - $4.68M
|
154K
$4.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
154KNew |
$4.53M - $4.68M
|
154K
$4.16M
|