Purchases and Sales Made in Q4 2024 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 2024. 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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575K+ 6.4% |
$15.3M - $15.7M
|
9.57M
$257M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
230KNew |
$6.11M - $6.29M
|
230K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
219KNew |
$5.8M - $5.97M
|
219K
$5.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
202KNew |
$5.36M - $5.52M
|
202K
$5.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
163KNew |
$4.33M - $4.46M
|
163K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
160KNew |
$4.25M - $4.37M
|
160K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
101KNew |
$2.68M - $2.76M
|
101K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
93.5KNew |
$2.48M - $2.55M
|
93.5K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78K+ 6.91% |
$2.07M - $2.13M
|
1.21M
$32.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
48.8KNew |
$1.3M - $1.33M
|
48.8K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46.7KNew |
$1.24M - $1.28M
|
46.7K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.1K+ 149.81% |
$1.17M - $1.2M
|
73.5K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
34.4K+ 53.65% |
$914K - $940K
|
98.5K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.7KNew |
$814K - $838K
|
30.7K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.6K+ 166.97% |
$760K - $782K
|
45.7K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25.6K+ 8.72% |
$681K - $701K
|
320K
$8.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.6K+ 163.32% |
$600K - $618K
|
36.4K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21K+ 39.78% |
$558K - $574K
|
73.8K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$431K - $443K
|
16.2K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.46% |
$377K - $388K
|
274K
$7.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14.2K+ 24.88% |
$377K - $388K
|
71.2K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$376K - $387K
|
14.2K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.3KNew |
$352K - $363K
|
13.3K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11.6K+ 34.52% |
$308K - $317K
|
45.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.8K+ 9.95% |
$288K - $296K
|
120K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.5KNew |
$280K - $288K
|
10.5K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 35.55% |
$272K - $280K
|
39.1K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10K+ 7.62% |
$266K - $274K
|
141K
$3.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.78K+ 118.52% |
$260K - $267K
|
18K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.2K+ 23.59% |
$244K - $251K
|
48.2K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 95.89% |
$241K - $248K
|
18.6K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.77KNew |
$233K - $240K
|
8.77K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.56KNew |
$227K - $234K
|
8.56K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.51KNew |
$226K - $233K
|
8.51K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.4K+ 40.68% |
$223K - $229K
|
29K
$782K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$203K - $209K
|
7.64K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
7.5KNew |
$199K - $205K
|
7.5K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.81K+ 34.49% |
$181K - $186K
|
26.5K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5K+ 3.99% |
$173K - $178K
|
169K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.47K+ 7.37% |
$172K - $177K
|
94.2K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.96K+ 20.57% |
$158K - $163K
|
34.9K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.87K+ 26.6% |
$156K - $160K
|
27.9K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.57K+ 3.5% |
$148K - $152K
|
165K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 63.61% |
$147K - $151K
|
14.3K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.49K+ 14.05% |
$146K - $150K
|
44.6K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.82K+ 4.65% |
$128K - $132K
|
109K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.13K+ 8.15% |
$110K - $113K
|
54.8K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.77K+ 2.25% |
$100K - $103K
|
171K
$4.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 34.88% |
$79.7K - $82K
|
11.6K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 6.35% |
$68.5K - $70.5K
|
43.2K
$1.16M
|