Purchases and Sales Made in Q4 2024 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

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
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
Feb 07, 2025 Q4 2024
Avantax Advisory Services, Inc.

BUY
 -
2.48K
+ 16.38%
$65.8K - $67.8K
17.6K $474K
Jan 30, 2025 Q4 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
2.38K
+ 10.21%
$63.2K - $65K
25.7K $691K
Jan 23, 2025 Q4 2024
Western Financial Corp/Ca

San Diego, CA
BUY
 -
2.27K
+ 8.82%
$60.3K - $62.1K
28K $755K
Feb 07, 2025 Q4 2024
Mount Lucas Management LP

Newtown, PA
BUY
 -
2.17K
+ 3.29%
$57.5K - $59.2K
68K $1.83M
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
2.1K
+ 21.2%
$55.7K - $57.3K
12K $323K
Jan 24, 2025 Q4 2024
Symphony Financial, Ltd. Co.

BUY
 -
2.04K
+ 8.07%
$54.1K - $55.7K
27.3K $734K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
2K
+ 5.6%
$53K - $54.6K
37.7K $1.01M
Jan 31, 2025 Q4 2024
Hallmark Capital Management Inc

BUY
 -
1.89K
+ 6.3%
$50.1K - $51.6K
31.8K $856K
Jan 29, 2025 Q4 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.79K
+ 1.97%
$47.4K - $48.8K
92.6K $2.49M
Jan 27, 2025 Q4 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
975
+ 2.24%
$25.9K - $26.6K
44.6K $1.2M
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
950
New
$25.2K - $26K
950 $25.6K
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
860
+ 9.26%
$22.8K - $23.5K
10.1K $273K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
730
+ 1.08%
$19.4K - $19.9K
68.5K $1.84M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
683
+ 7.46%
$18.1K - $18.7K
9.84K $265K
Jan 31, 2025 Q4 2024
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
586
+ 6.62%
$15.6K - $16K
9.44K $254K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
550
+ 1.34%
$14.6K - $15K
41.5K $1.12M
Jan 16, 2025 Q4 2024
Focus Wealth Advisors, LLC

BUY
 -
534
+ 0.8%
$14.2K - $14.6K
67.7K $1.82M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
434
+ 193.75%
$11.5K - $11.9K
658 $17.7K
Jan 16, 2025 Q4 2024
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
379
+ 0.24%
$10.1K - $10.4K
155K $4.18M
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
361
+ 0.52%
$9.58K - $9.86K
69.2K $1.86M
Jan 23, 2025 Q4 2024
Intergy Private Wealth, LLC

BUY
 -
322
+ 3.69%
$8.55K - $8.8K
9.06K $244K
Feb 10, 2025 Q4 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
303
+ 3.18%
$8.04K - $8.28K
9.84K $265K
Jan 23, 2025 Q4 2024
Tria Gen Wealth Management LLC

BUY
 -
285
+ 0.94%
$7.57K - $7.79K
30.5K $821K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
278
+ 2.13%
$7.38K - $7.59K
13.3K $359K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
218
+ 0.61%
$5.79K - $5.96K
35.7K $961K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
218
+ 52.91%
$5.79K - $5.96K
630 $17K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
190
New
$5.04K - $5.19K
190 $5.11K
Jan 21, 2025 Q4 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
152
+ 0.89%
$4.04K - $4.15K
17.2K $462K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
33
New
$876 - $902
33 $888
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
27
+ 1.12%
$717 - $738
2.45K $65.8K
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
25
New
$664 - $683
25 $673
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
20
+ 6.33%
$531 - $546
336 $9.04K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
18
+ 3.14%
$478 - $492
592 $15.9K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
5
New
$133 - $137
5 $135
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
3
New
$79.7 - $82
3 $80.7
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
2
+ 1.8%
$53.1 - $54.6
113 $3.04K
Feb 04, 2025 Q4 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
1
+ 0.0%
$26.6 - $27.3
22.4K $602K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1
New
$26.6 - $27.3
1 $26.9
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

SELL
 -
-1
- 0.02%
$26.6 - $27.3
4.05K $109K
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

SELL
 -
-6
- 0.02%
$159 - $164
24.4K $658K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
SELL
 -
-31
- 45.59%
$823 - $847
37 $996
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
SELL
 -
-50
- 0.66%
$1.33K - $1.37K
7.57K $204K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

SELL
 -
-98
- 20.81%
$2.6K - $2.68K
373 $10K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-156
- 1.19%
$4.14K - $4.26K
12.9K $348K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-164
- 11.56%
$4.35K - $4.48K
1.26K $33.8K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-166
- 15.79%
$4.41K - $4.54K
885 $23.8K
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

SELL
 -
-220
- 88.0%
$5.84K - $6.01K
30 $807

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