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
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.48KNew |
$220K - $227K
|
7.48K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.34KNew |
$216K - $223K
|
7.34K
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.22K+ 91.2% |
$212K - $219K
|
15.1K
$409K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7.05K+ 43.15% |
$207K - $214K
|
23.4K
$632K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.75KNew |
$199K - $205K
|
6.75K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.06K+ 1.39% |
$178K - $184K
|
443K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.4K+ 54.04% |
$159K - $164K
|
15.4K
$415K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
5.34K+ 2.14% |
$157K - $162K
|
254K
$6.87M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.18K+ 65.5% |
$152K - $157K
|
13.1K
$354K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$147K - $151K
|
4.99K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.9K+ 28.43% |
$144K - $149K
|
22.1K
$597K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.82K+ 113.21% |
$142K - $147K
|
9.09K
$245K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.78K+ 37.6% |
$141K - $145K
|
17.5K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.78K+ 43.26% |
$141K - $145K
|
15.8K
$428K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.45KNew |
$131K - $135K
|
4.45K
$120K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
4.24K+ 17.18% |
$125K - $129K
|
28.9K
$781K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.17K+ 8.34% |
$123K - $127K
|
54.2K
$1.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.1K+ 1.26% |
$120K - $124K
|
330K
$8.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.84K+ 7.86% |
$113K - $117K
|
52.6K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.48K+ 128.42% |
$102K - $106K
|
6.19K
$167K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38K+ 3.34% |
$99.5K - $103K
|
105K
$2.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.37K+ 35.78% |
$99K - $102K
|
12.8K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.18K+ 11.8% |
$93.6K - $96.6K
|
30.1K
$814K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.07K+ 7.28% |
$90.2K - $93.2K
|
45.2K
$1.22M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.89K+ 3.86% |
$84.9K - $87.7K
|
77.7K
$2.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.85K+ 44.66% |
$83.8K - $86.5K
|
9.23K
$249K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.83K+ 32.67% |
$83.1K - $85.8K
|
11.5K
$310K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 6.23% |
$82.5K - $85.2K
|
47.9K
$1.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.76K+ 22.25% |
$81.1K - $83.8K
|
15.2K
$410K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2.7K+ 5.42% |
$79.4K - $82K
|
52.5K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.64K+ 33.16% |
$77.6K - $80.2K
|
10.6K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.39K+ 12.34% |
$70.4K - $72.7K
|
21.8K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.23KNew |
$65.5K - $67.7K
|
2.23K
$60.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 13031.25% |
$61.3K - $63.3K
|
2.1K
$56.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 6.9% |
$58.8K - $60.7K
|
31K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.73K+ 258.66% |
$51K - $52.6K
|
2.4K
$64.9K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.71KNew |
$50.4K - $52.1K
|
1.71K
$46.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.52K+ 9.02% |
$44.6K - $46.1K
|
18.3K
$495K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.47K+ 146.81% |
$43.2K - $44.7K
|
2.47K
$66.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43K+ 11.88% |
$42K - $43.4K
|
13.5K
$364K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41K+ 43.01% |
$41.4K - $42.7K
|
4.68K
$126K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.4K+ 165.28% |
$41K - $42.4K
|
2.24K
$60.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.37K+ 5.15% |
$40.2K - $41.6K
|
28K
$755K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.32KNew |
$38.9K - $40.1K
|
1.32K
$35.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.25KNew |
$36.6K - $37.8K
|
1.25K
$33.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.18K+ 7.05% |
$34.7K - $35.8K
|
17.9K
$484K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.15K+ 1.19% |
$33.9K - $35K
|
98.1K
$2.65M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.15K+ 6.48% |
$33.9K - $35K
|
18.9K
$511K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.04K+ 376.9% |
$30.7K - $31.7K
|
1.32K
$35.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
821+ 37.75% |
$24.1K - $24.9K
|
3K
$80.9K
|