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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$159 - $164
|
24.4K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
152+ 0.89% |
$4.04K - $4.15K
|
17.2K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 1.12% |
$717 - $738
|
2.45K
$66K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.47K+ 7.37% |
$172K - $177K
|
94.2K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 35.55% |
$272K - $280K
|
39.1K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.4K+ 40.68% |
$223K - $229K
|
29K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21K+ 39.78% |
$558K - $574K
|
73.8K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.76K- 5.53% |
$99.9K - $103K
|
64.3K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
101KNew |
$2.68M - $2.76M
|
101K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$203K - $209K
|
7.64K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3New |
$79.7 - $82
|
3
$81
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-603- 3.01% |
$16K - $16.5K
|
19.5K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17K- 32.36% |
$452K - $465K
|
35.6K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.77K+ 2.25% |
$100K - $103K
|
171K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46.7KNew |
$1.24M - $1.28M
|
46.7K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
379+ 0.24% |
$10.1K - $10.4K
|
155K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 7.46% |
$18.1K - $18.7K
|
9.84K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
534+ 0.8% |
$14.2K - $14.6K
|
67.7K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.21K- 2.38% |
$85.3K - $87.8K
|
132K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
950New |
$25.2K - $26K
|
950
$25.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.6K- 6.33% |
$946K - $973K
|
527K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5New |
$133 - $137
|
5
$135
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.57K+ 3.5% |
$148K - $152K
|
165K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.8K- 38.23% |
$127K - $131K
|
7.75K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 9.97% |
$283K - $292K
|
96.3K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 3.14% |
$478 - $492
|
592
$16K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 20.81% |
$2.6K - $2.68K
|
373
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.82K+ 4.65% |
$128K - $132K
|
109K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 6.33% |
$531 - $546
|
336
$9.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-374- 1.44% |
$9.93K - $10.2K
|
25.7K
$693K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25.6K+ 8.72% |
$681K - $701K
|
320K
$8.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.2K+ 23.59% |
$244K - $251K
|
48.2K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.6K+ 163.32% |
$600K - $618K
|
36.4K
$984K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 0.61% |
$5.79K - $5.96K
|
35.7K
$964K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-601- 2.6% |
$16K - $16.4K
|
22.5K
$607K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.8K+ 35.05% |
$1.24M - $1.31M
|
184K
$4.97M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-298- 1.26% |
$7.75K - $8.17K
|
23.4K
$632K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.25KNew |
$215K - $226K
|
8.25K
$223K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$51.9K - $54.7K
|
1.99K
$53.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40.5K- 32.97% |
$1.05M - $1.11M
|
82.4K
$2.22M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.45K- 48.42% |
$220K - $232K
|
9.01K
$243K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
401+ 0.57% |
$10.4K - $11K
|
70.2K
$1.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-45.8K- 13.2% |
$1.19M - $1.26M
|
301K
$8.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
266+ 1.02% |
$6.92K - $7.29K
|
26.3K
$711K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.52% |
$442 - $466
|
1.14K
$30.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.3K+ 10.99% |
$1.1M - $1.16M
|
427K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.62K- 12.44% |
$42.2K - $44.4K
|
11.4K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-164- 3.03% |
$4.27K - $4.5K
|
5.24K
$141K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-8.39K- 51.11% |
$218K - $230K
|
8.03K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.71K- 4.59% |
$148K - $156K
|
119K
$3.2M
|
|