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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 11.22% |
$7.38K - $7.59K
|
2.2K
$59.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-347- 8.74% |
$9.21K - $9.48K
|
3.62K
$97.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-374- 1.44% |
$9.93K - $10.2K
|
25.7K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-454- 4.85% |
$12.1K - $12.4K
|
8.9K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-601- 2.6% |
$16K - $16.4K
|
22.5K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-603- 3.01% |
$16K - $16.5K
|
19.5K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-662- 3.54% |
$17.6K - $18.1K
|
18.1K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-775- 51.98% |
$20.6K - $21.2K
|
716
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-783- 12.74% |
$20.8K - $21.4K
|
5.37K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 16.13% |
$43.6K - $44.8K
|
8.54K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 24.49% |
$79.7K - $82K
|
9.25K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 14.34% |
$82.2K - $84.6K
|
18.5K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.21K- 2.38% |
$85.3K - $87.8K
|
132K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.31K- 23.99% |
$87.7K - $90.3K
|
10.5K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.76K- 5.53% |
$99.9K - $103K
|
64.3K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.8K- 38.23% |
$127K - $131K
|
7.75K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.09K- 11.38% |
$135K - $139K
|
39.6K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 52.94% |
$239K - $246K
|
8K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 9.97% |
$283K - $292K
|
96.3K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12K- 60.0% |
$319K - $328K
|
8K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-16.7K- 15.39% |
$443K - $456K
|
91.7K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17K- 32.36% |
$452K - $465K
|
35.6K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.6K- 10.25% |
$654K - $673K
|
216K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.8K- 47.36% |
$660K - $679K
|
27.6K
$743K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.5K- 13.63% |
$782K - $805K
|
187K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 79.26% |
$818K - $842K
|
8.06K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.6K- 6.33% |
$946K - $973K
|
527K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-57.3K- 83.79% |
$1.52M - $1.56M
|
11.1K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-136K- 87.87% |
$3.62M - $3.72M
|
18.8K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 63.13% |
$4.43M - $4.56M
|
97.4K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-174K- 79.78% |
$4.63M - $4.76M
|
44.2K
$1.19M
|