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 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2+ 1.8% |
$53.1 - $54.6
|
113
$3.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$26.6 - $27.3
|
22.4K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$26.6 - $27.3
|
1
$26.8
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.11% |
$26.6 - $27.3
|
904
$24.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.02% |
$26.6 - $27.3
|
4.05K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.81% |
$79.7 - $82
|
369
$9.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$159 - $164
|
24.4K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 45.59% |
$823 - $847
|
37
$991
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 6.69% |
$1.04K - $1.07K
|
544
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-50- 0.66% |
$1.33K - $1.37K
|
7.57K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 49.57% |
$1.51K - $1.56K
|
58
$1.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 63.64% |
$1.67K - $1.72K
|
36
$964
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 20.81% |
$2.6K - $2.68K
|
373
$9.99K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-125- 1.35% |
$3.32K - $3.42K
|
9.13K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-156- 1.19% |
$4.14K - $4.26K
|
12.9K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-164- 11.56% |
$4.35K - $4.48K
|
1.26K
$33.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166- 15.79% |
$4.41K - $4.54K
|
885
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-201- 0.09% |
$5.34K - $5.49K
|
218K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-209- 86.72% |
$5.55K - $5.71K
|
32
$857
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-220- 88.0% |
$5.84K - $6.01K
|
30
$803
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 11.22% |
$7.38K - $7.59K
|
2.2K
$58.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-347- 8.74% |
$9.21K - $9.48K
|
3.62K
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-357- 19.21% |
$9.48K - $9.75K
|
1.5K
$40.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-374- 1.44% |
$9.93K - $10.2K
|
25.7K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-381- 2.63% |
$10.1K - $10.4K
|
14.1K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-454- 4.85% |
$12.1K - $12.4K
|
8.9K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-532- 5.09% |
$14.1K - $14.5K
|
9.91K
$265K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-601- 2.6% |
$16K - $16.4K
|
22.5K
$603K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-603- 3.01% |
$16K - $16.5K
|
19.5K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-662- 3.54% |
$17.6K - $18.1K
|
18.1K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-709- 4.64% |
$18.8K - $19.4K
|
14.6K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-775- 51.98% |
$20.6K - $21.2K
|
716
$19.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-783- 12.74% |
$20.8K - $21.4K
|
5.37K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-862- 2.79% |
$22.9K - $23.5K
|
30K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.07K- 7.13% |
$28.3K - $29.2K
|
13.9K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.44K- 7.45% |
$38.3K - $39.4K
|
17.9K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 16.13% |
$43.6K - $44.8K
|
8.54K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.73K- 1.53% |
$45.8K - $47.1K
|
111K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-2.02K- 20.92% |
$53.7K - $55.3K
|
7.65K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.72K- 11.36% |
$72.2K - $74.3K
|
21.2K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 24.49% |
$79.7K - $82K
|
9.25K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.07K- 11.99% |
$81.5K - $83.8K
|
22.5K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 14.34% |
$82.2K - $84.6K
|
18.5K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.21K- 2.38% |
$85.3K - $87.8K
|
132K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.31K- 23.99% |
$87.7K - $90.3K
|
10.5K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 1.47% |
$90.3K - $92.9K
|
228K
$6.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.76K- 14.28% |
$99.9K - $103K
|
22.6K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.76K- 5.53% |
$99.9K - $103K
|
64.3K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.38K- 3.69% |
$116K - $120K
|
114K
$3.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.8K- 38.23% |
$127K - $131K
|
7.75K
$208K
|