Intergy Private Wealth, LLC Ishares Tr Fallen Angels Usd B Transaction History

Intergy Private Wealth, LLC

  • $290 Million
  • Q2 2025

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 8,661 shares of FALN stock, worth $234,020. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,661
Previous 9,283 6.7%
Holding current value
$234,020
Previous $248,000 5.24%
% of portfolio
0.08%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$25.27 - $27.14 $15,717 - $16,881
-622 Reduced 6.7%
8,661 $235,000
Q1 2025

Apr 11, 2025
BUY
$26.64 - $27.14 $5,967 - $6,079
224 Added 2.47%
9,283 $248,000
Q4 2024

Jan 23, 2025
BUY
$26.55 - $27.32 $8,549 - $8,797
322 Added 3.69%
9,059 $241,000
Q3 2024

Oct 17, 2024
BUY
$26.01 - $27.41 $6,242 - $6,578
240 Added 2.82%
8,737 $238,000
Q2 2024

Jul 15, 2024
BUY
$26.01 - $26.68 $221,006 - $226,699
8,497 New
8,497 $222,000
Q2 2022

Jul 13, 2022
SELL
$24.32 - $27.85 $211,681 - $242,406
-8,704 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$27.07 - $29.9 $235,617 - $260,249
8,704 New
8,704 $242,000

Others Institutions Holding FALN

# of Institutions
304
Shares Held
50.1M
Call Options Held
17.6K
Put Options Held
200
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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