Caliber Wealth Management, LLC Ishares Tr Fallen Angels Usd B Transaction History

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 148,506 shares of FALN stock, worth $3.96 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
148,506
Previous 64,711 129.49%
Holding current value
$3.96 Million
Previous $1.71 Million 133.49%
% of portfolio
2.12%
Previous 1.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$26.17 - $26.88 $2.19 Million - $2.25 Million
83,795 Added 129.49%
148,506 $3.99 Million
Q4 2023

Apr 22, 2024
BUY
$24.16 - $26.52 $21,140 - $23,205
875 Added 1.37%
64,711 $1.71 Million
Q3 2023

Oct 16, 2023
SELL
$24.78 - $25.54 $8,127 - $8,377
-328 Reduced 0.51%
63,836 $1.58 Million
Q2 2023

Jul 27, 2023
BUY
$24.64 - $25.37 $32,130 - $33,082
1,304 Added 2.07%
64,164 $1.63 Million
Q1 2023

Apr 10, 2023
BUY
$24.53 - $25.76 $1.54 Million - $1.62 Million
62,860 New
62,860 $1.59 Million
Q3 2022

Oct 17, 2022
BUY
N/A
2,851 Added 2.53%
115,726 $2.77 Million
Q2 2022

Jul 12, 2022
BUY
N/A
4,799 Added 4.44%
112,875 $2.78 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-20,627 Reduced 16.03%
108,076 $3 Million
Q4 2021

Jan 20, 2022
BUY
N/A
27,828 Added 27.59%
128,703 $3.8 Million
Q3 2021

Oct 25, 2021
BUY
N/A
5,193 Added 5.43%
100,875 $3.02 Million
Q2 2021

Jul 22, 2021
BUY
N/A
32,092 Added 50.47%
95,682 $2.87 Million
Q1 2021

Apr 26, 2021
BUY
N/A
24,999 Added 64.78%
63,590 $1.86 Million
Q4 2020

Jan 19, 2021
BUY
N/A
38,591 New
38,591 $1.14 Million

Others Institutions Holding FALN

# of Institutions
279
Shares Held
44M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FALLEN ANGELS USD B

FALN Quotes by TradingView
  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
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