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 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
147KNew |
$4.31M - $4.45M
|
147K
$3.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
138KNew |
$4.07M - $4.2M
|
138K
$3.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
134K+ 70.47% |
$3.95M - $4.08M
|
325K
$8.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
131K+ 65.44% |
$3.85M - $3.98M
|
331K
$8.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
129K+ 46.38% |
$3.8M - $3.92M
|
407K
$11M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
129K+ 154.96% |
$3.79M - $3.92M
|
212K
$5.73M
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
125KNew |
$3.66M - $3.78M
|
125K
$3.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
122K+ 37.6% |
$3.6M - $3.72M
|
448K
$12.1M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
119KNew |
$3.51M - $3.63M
|
119K
$3.23M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
118KNew |
$3.47M - $3.59M
|
118K
$3.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
117K+ 56.34% |
$3.43M - $3.54M
|
323K
$8.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
113K+ 55.7% |
$3.33M - $3.44M
|
316K
$8.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
110KNew |
$3.24M - $3.35M
|
110K
$2.98M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
109K+ 60.55% |
$3.19M - $3.3M
|
288K
$7.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
108KNew |
$3.16M - $3.27M
|
108K
$2.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
105K+ 125.08% |
$3.1M - $3.2M
|
190K
$5.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
101K+ 108.43% |
$2.96M - $3.06M
|
193K
$5.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
100KNew |
$2.95M - $3.05M
|
100K
$2.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.1K+ 44.92% |
$2.79M - $2.89M
|
307K
$8.28M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
94.6KNew |
$2.78M - $2.87M
|
94.6K
$2.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
89.7KNew |
$2.64M - $2.73M
|
89.7K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
89.7KNew |
$2.64M - $2.72M
|
89.7K
$2.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
87.5K+ 82.82% |
$2.57M - $2.66M
|
193K
$5.22M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
83.3K+ 10.72% |
$2.45M - $2.53M
|
860K
$23.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.1K+ 66.8% |
$2.41M - $2.49M
|
205K
$5.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82K+ 43.41% |
$2.41M - $2.49M
|
271K
$7.31M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
81.3K+ 130.65% |
$2.39M - $2.47M
|
144K
$3.88M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
80.9K+ 77.32% |
$2.38M - $2.46M
|
185K
$5.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
77.3K+ 72.37% |
$2.27M - $2.35M
|
184K
$4.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
74.9K+ 71.04% |
$2.2M - $2.28M
|
180K
$4.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
72.9K+ 127.39% |
$2.14M - $2.21M
|
130K
$3.51M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
72.1KNew |
$2.12M - $2.19M
|
72.1K
$1.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
67.4K+ 103.64% |
$1.98M - $2.05M
|
132K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67.4K+ 68.92% |
$1.98M - $2.05M
|
165K
$4.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
65.8K+ 49.41% |
$1.94M - $2M
|
199K
$5.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
65.5K+ 57.53% |
$1.93M - $1.99M
|
179K
$4.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
63.3KNew |
$1.86M - $1.92M
|
63.3K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.2K+ 91.35% |
$1.83M - $1.89M
|
130K
$3.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
60.3K+ 128.77% |
$1.77M - $1.83M
|
107K
$2.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59.9KNew |
$1.76M - $1.82M
|
59.9K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
59KNew |
$1.74M - $1.79M
|
59K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.4K+ 108.63% |
$1.63M - $1.68M
|
106K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
55.4K+ 24.34% |
$1.63M - $1.68M
|
283K
$7.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.1K+ 27.96% |
$1.62M - $1.67M
|
252K
$6.81M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
54.7KNew |
$1.61M - $1.66M
|
54.7K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
52.8KNew |
$1.55M - $1.6M
|
52.8K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52.4K+ 48.53% |
$1.54M - $1.59M
|
160K
$4.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.1K+ 92.9% |
$1.5M - $1.55M
|
106K
$2.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
50.6K+ 115.69% |
$1.49M - $1.54M
|
94.4K
$2.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
48.3K+ 333.68% |
$1.42M - $1.47M
|
62.8K
$1.7M
|