Purchases and Sales Made in Q4 2022 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 2022. 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 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.55K- 12.79% |
$132K - $140K
|
37.9K
$1.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.64K- 18.24% |
$134K - $142K
|
25.3K
$683K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.77K- 5.83% |
$137K - $146K
|
93.2K
$2.52M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.84K- 52.0% |
$138K - $147K
|
5.39K
$146K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-5.9K- 26.65% |
$140K - $149K
|
16.2K
$438K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.97K- 4.14% |
$141K - $151K
|
138K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6K- 10.27% |
$142K - $151K
|
52.4K
$1.42M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.51K- 69.45% |
$154K - $164K
|
2.86K
$77.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.62K- 17.91% |
$157K - $167K
|
30.3K
$819K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.67K- 11.69% |
$158K - $168K
|
50.4K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.68K- 23.92% |
$158K - $168K
|
21.2K
$573K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 31.8% |
$162K - $172K
|
14.7K
$396K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.24K- 22.52% |
$172K - $183K
|
24.9K
$673K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.27K- 15.3% |
$172K - $183K
|
40.2K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.43K- 36.32% |
$176K - $187K
|
13K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-8.06K- 13.58% |
$191K - $203K
|
51.3K
$1.38M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.28K- 75.76% |
$196K - $209K
|
2.65K
$71.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.48K- 32.59% |
$201K - $214K
|
17.5K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.56K- 48.94% |
$203K - $216K
|
8.93K
$241K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-8.68K- 26.29% |
$206K - $219K
|
24.3K
$658K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9KClosed |
$213K - $227K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.09K- 35.4% |
$215K - $229K
|
16.6K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.62K- 60.51% |
$228K - $243K
|
6.28K
$169K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.67K- 47.61% |
$229K - $244K
|
10.6K
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.84K- 36.32% |
$233K - $248K
|
17.2K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 35.6% |
$238K - $253K
|
18.2K
$490K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 22.29% |
$239K - $254K
|
35.2K
$950K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.5K- 29.2% |
$250K - $266K
|
25.5K
$690K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.6K- 55.22% |
$251K - $267K
|
8.59K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.9K- 47.67% |
$259K - $276K
|
12K
$324K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.9K- 28.91% |
$281K - $299K
|
29.2K
$787K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11.9K- 43.14% |
$283K - $301K
|
15.7K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12K- 39.56% |
$285K - $303K
|
18.4K
$496K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 56.14% |
$287K - $305K
|
9.45K
$255K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-12.1K- 27.59% |
$287K - $305K
|
31.8K
$858K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.4K- 33.75% |
$295K - $314K
|
24.4K
$659K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-12.7K- 44.9% |
$300K - $320K
|
15.6K
$420K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12.9K- 55.2% |
$306K - $325K
|
10.5K
$283K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.3K- 54.39% |
$315K - $335K
|
11.2K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-14.2K- 10.87% |
$336K - $357K
|
116K
$3.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 62.11% |
$343K - $365K
|
8.83K
$239K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 35.42% |
$351K - $373K
|
27K
$729K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.2K- 30.9% |
$361K - $384K
|
34K
$919K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.5K- 28.4% |
$368K - $392K
|
39.2K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.6K- 99.87% |
$369K - $392K
|
21
$567
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15.6K- 80.04% |
$371K - $395K
|
3.9K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-16K- 58.5% |
$380K - $404K
|
11.4K
$307K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-16.4K- 29.5% |
$390K - $415K
|
39.3K
$1.06M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.6KClosed |
$393K - $419K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-17.2K- 45.13% |
$407K - $433K
|
20.9K
$563K
|