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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.21KClosed |
$153K - $158K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.64K- 11.64% |
$195K - $202K
|
50.4K
$1.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-7.57K- 0.81% |
$222K - $230K
|
929K
$25.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.94K- 31.42% |
$233K - $241K
|
17.3K
$468K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.11K- 8.22% |
$238K - $246K
|
90.5K
$2.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.48KClosed |
$249K - $257K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-8.63KClosed |
$254K - $262K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.41K- 20.79% |
$277K - $286K
|
35.8K
$968K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-10.5KClosed |
$308K - $318K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13.1K- 55.83% |
$385K - $397K
|
10.4K
$280K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.6KClosed |
$400K - $414K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15K- 3.37% |
$441K - $455K
|
430K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15.1KClosed |
$443K - $457K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.2K- 28.47% |
$448K - $463K
|
38.3K
$1.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-15.4KClosed |
$454K - $469K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 22.87% |
$457K - $472K
|
52.4K
$1.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-16.6KClosed |
$488K - $504K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-17.7KClosed |
$520K - $537K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.8K- 42.5% |
$728K - $752K
|
33.5K
$905K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-32.9KClosed |
$967K - $998K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-33.8K- 72.21% |
$994K - $1.03M
|
13K
$351K
|
|
|
Jan 27, 2022
Q4 2021
|
Toews Corp
|
SELL
|
- |
-35K- 77.78% |
$1.03M - $1.06M
|
10K
$270K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-49.3K- 47.37% |
$1.45M - $1.5M
|
54.7K
$1.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-70KClosed |
$2.06M - $2.13M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-71.4K- 23.03% |
$2.1M - $2.17M
|
239K
$6.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-79.8K- 90.27% |
$2.35M - $2.42M
|
8.6K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81.6K- 2.75% |
$2.4M - $2.48M
|
2.88M
$77.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-97KClosed |
$2.85M - $2.95M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-101KClosed |
$2.97M - $3.06M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-156K- 85.79% |
$4.59M - $4.74M
|
25.9K
$698K
|
|
|
Feb 09, 2022
Q4 2021
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-225K- 93.16% |
$6.61M - $6.83M
|
16.5K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-236K- 85.67% |
$6.93M - $7.16M
|
39.5K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-274K- 92.5% |
$8.06M - $8.32M
|
22.2K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-277KClosed |
$8.15M - $8.42M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-290KClosed |
$8.54M - $8.82M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-329KClosed |
$9.68M - $9.99M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-555KClosed |
$16.3M - $16.9M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-662K- 94.08% |
$19.5M - $20.1M
|
41.7K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-782KClosed |
$23M - $23.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2M- 40.12% |
$58.9M - $60.8M
|
2.99M
$80.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.86M- 75.03% |
$84.1M - $86.9M
|
952K
$25.7M
|