Latest Institutional Transactions on Ishares Tr Fallen Angels Usd B (FALN)
This table provides information on the latest institutional transactions involving Ishares Tr Fallen Angels Usd B (FALN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
855K+ 30.35% |
$21.6M - $23.2M
|
3.67M
$99.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-32.9K- 12.61% |
$832K - $893K
|
228K
$6.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.61K- 14.63% |
$40.6K - $43.6K
|
9.38K
$253K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$694K - $746K
|
27.5K
$742K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
583K+ 20.47% |
$14.7M - $15.8M
|
3.43M
$92.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.39M- 67.13% |
$35.1M - $37.7M
|
680K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 2.26% |
$33.7K - $36.2K
|
60.5K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.4K+ 444.86% |
$466K - $500K
|
22.6K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72- 0.45% |
$1.82K - $1.95K
|
16K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.2K- 45.56% |
$587K - $631K
|
27.8K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
213+ 2.14% |
$5.38K - $5.78K
|
10.2K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-144Closed |
$3.64K - $3.91K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-370- 4.51% |
$9.35K - $10K
|
7.83K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
303+ 81.23% |
$7.66K - $8.22K
|
676
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.25K+ 419.06% |
$31.7K - $34K
|
1.55K
$41.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-203K- 31.2% |
$5.13M - $5.51M
|
447K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.2K+ 137.09% |
$509K - $547K
|
34.9K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
188+ 1.93% |
$4.75K - $5.1K
|
9.95K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-198K- 18.4% |
$5.01M - $5.38M
|
880K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
70.1K+ 116.49% |
$1.77M - $1.9M
|
130K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.4KNew |
$238K - $255K
|
9.4K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.4KNew |
$287K - $308K
|
11.4K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-220K- 3.53% |
$5.55M - $5.96M
|
5.99M
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
33.1K+ 102.62% |
$836K - $898K
|
65.3K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-41- 0.08% |
$1.04K - $1.11K
|
49.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-451K- 78.89% |
$11.4M - $12.2M
|
121K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-2.85K- 16.51% |
$72.1K - $77.4K
|
14.4K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
116New |
$2.93K - $3.15K
|
116
$3.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
677+ 6.46% |
$17.1K - $18.4K
|
11.2K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.44K- 12.92% |
$36.3K - $38.9K
|
9.68K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.6K+ 2.97% |
$91K - $97.8K
|
125K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-185K- 50.04% |
$4.68M - $5.03M
|
185K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.3K+ 78.22% |
$1.42M - $1.53M
|
128K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
188KNew |
$4.74M - $5.1M
|
188K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.2K+ 14.55% |
$713K - $766K
|
222K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118+ 20.85% |
$2.98K - $3.2K
|
684
$18.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
184K+ 11.26% |
$4.65M - $5M
|
1.82M
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.73K- 5.35% |
$145K - $156K
|
101K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-174- 1.02% |
$4.4K - $4.72K
|
16.8K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-169K- 56.02% |
$4.27M - $4.59M
|
133K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.9K- 19.67% |
$200K - $214K
|
32.3K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
743+ 3.84% |
$18.8K - $20.2K
|
20.1K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-5.8K- 32.95% |
$147K - $157K
|
11.8K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-2.5K- 0.22% |
$63.2K - $67.9K
|
1.13M
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4K+ 4.38% |
$101K - $109K
|
95.2K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-14.2K- 17.17% |
$360K - $386K
|
68.7K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.6K- 13.56% |
$849K - $912K
|
214K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.54K- 7.99% |
$216K - $232K
|
98.4K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.41KNew |
$35.7K - $38.3K
|
1.41K
$38.2K
|