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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.83K- 12.55% |
$128K - $132K
|
33.6K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.09K- 11.38% |
$135K - $139K
|
39.6K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.39K- 12.33% |
$143K - $147K
|
38.3K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.45K- 67.72% |
$145K - $149K
|
2.6K
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.8K- 1.2% |
$154K - $158K
|
478K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.09K- 11.92% |
$162K - $166K
|
45K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.49K- 50.61% |
$225K - $232K
|
8.28K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 52.94% |
$239K - $246K
|
8K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 9.97% |
$283K - $292K
|
96.3K
$2.58M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.4K- 48.52% |
$302K - $310K
|
12.1K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12K- 60.0% |
$319K - $328K
|
8K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.2K- 52.19% |
$431K - $443K
|
14.9K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-16.7K- 15.39% |
$443K - $456K
|
91.7K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17K- 32.36% |
$452K - $465K
|
35.6K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.9K- 64.36% |
$555K - $571K
|
11.6K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.6K- 10.25% |
$654K - $673K
|
216K
$5.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.8K- 47.36% |
$660K - $679K
|
27.6K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.5K- 13.63% |
$782K - $805K
|
187K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 79.26% |
$818K - $842K
|
8.06K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.6K- 6.33% |
$946K - $973K
|
527K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-50.9K- 33.45% |
$1.35M - $1.39M
|
101K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-53.8K- 42.95% |
$1.43M - $1.47M
|
71.5K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-57.3K- 83.79% |
$1.52M - $1.56M
|
11.1K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-60.9K- 70.59% |
$1.62M - $1.66M
|
25.4K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.6K- 2.59% |
$1.85M - $1.9M
|
2.62M
$70.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-106K- 48.6% |
$2.81M - $2.89M
|
112K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-117K- 5.16% |
$3.12M - $3.21M
|
2.16M
$57.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-123K- 99.95% |
$3.26M - $3.35M
|
60
$1.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-134K- 72.93% |
$3.56M - $3.67M
|
49.8K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-136K- 87.87% |
$3.62M - $3.72M
|
18.8K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 63.13% |
$4.43M - $4.56M
|
97.4K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173K- 26.24% |
$4.58M - $4.72M
|
485K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-174K- 79.78% |
$4.63M - $4.76M
|
44.2K
$1.18M
|