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 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.5K+ 56.19% |
$1.4M - $1.44M
|
132K
$3.56M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46.4KNew |
$1.36M - $1.41M
|
46.4K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
44.5KNew |
$1.31M - $1.35M
|
44.5K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44K+ 82.12% |
$1.29M - $1.34M
|
97.6K
$2.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
43K+ 27.8% |
$1.27M - $1.31M
|
198K
$5.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
41.6K+ 7.08% |
$1.22M - $1.26M
|
629K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41.2K+ 87.55% |
$1.21M - $1.25M
|
88.2K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.2K+ 29.63% |
$1.18M - $1.22M
|
176K
$4.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39.9K+ 42.5% |
$1.17M - $1.21M
|
134K
$3.61M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 24.68% |
$1.16M - $1.2M
|
200K
$5.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
39KNew |
$1.15M - $1.19M
|
39K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
38.7K+ 12.4% |
$1.14M - $1.18M
|
351K
$9.48M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
38.3K+ 200.41% |
$1.13M - $1.16M
|
57.4K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.2K+ 102.59% |
$1.12M - $1.16M
|
75.5K
$2.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
34.4K+ 159.26% |
$1.01M - $1.04M
|
55.9K
$1.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.3K+ 85.95% |
$1.01M - $1.04M
|
74.1K
$2M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
34K+ 12.5% |
$1M - $1.03M
|
306K
$8.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.2K+ 35.89% |
$976K - $1.01M
|
126K
$3.4M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
31.8K+ 72.66% |
$934K - $964K
|
75.5K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
31.8K+ 72.65% |
$934K - $964K
|
75.5K
$2.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.3K+ 67.49% |
$919K - $949K
|
77.6K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
31.1KNew |
$915K - $945K
|
31.1K
$840K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29.1K+ 22.85% |
$855K - $884K
|
156K
$4.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28.8K+ 84.35% |
$846K - $873K
|
62.9K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
28.5K+ 25.01% |
$839K - $867K
|
143K
$3.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
28.5K+ 22.97% |
$837K - $864K
|
152K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28K+ 30.28% |
$824K - $851K
|
121K
$3.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
27.8K+ 27.59% |
$818K - $845K
|
129K
$3.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27.6KNew |
$813K - $839K
|
27.6K
$747K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
27.5K+ 64.68% |
$809K - $836K
|
70.1K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.9KNew |
$790K - $816K
|
26.9K
$725K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.7K+ 117.92% |
$785K - $811K
|
49.4K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
25.5K+ 64.31% |
$751K - $776K
|
65.3K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25.4K+ 72.09% |
$746K - $771K
|
60.6K
$1.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
25K+ 157.36% |
$736K - $760K
|
40.9K
$1.11M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
25K+ 46.23% |
$735K - $760K
|
79.1K
$2.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
24.5KNew |
$721K - $745K
|
24.5K
$663K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
23K+ 106.02% |
$677K - $699K
|
44.7K
$1.21M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
22.3K+ 76.12% |
$656K - $678K
|
51.6K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21.6K+ 112.14% |
$635K - $656K
|
40.9K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
21.4KNew |
$629K - $650K
|
21.4K
$578K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
20.5KNew |
$603K - $623K
|
20.5K
$554K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
20.4KNew |
$601K - $621K
|
20.4K
$552K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
20K+ 21.47% |
$587K - $606K
|
113K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
19.2KNew |
$563K - $582K
|
19.2K
$518K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19K+ 87.66% |
$557K - $576K
|
40.6K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
18.9KNew |
$556K - $574K
|
18.9K
$511K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
18.1K+ 10.51% |
$533K - $550K
|
190K
$5.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.6K+ 19.95% |
$516K - $533K
|
106K
$2.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.5K+ 22.88% |
$514K - $531K
|
93.9K
$2.53M
|