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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-327- 3.91% |
$8.26K - $8.87K
|
8.03K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8.57K+ 7.13% |
$217K - $233K
|
129K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.75K+ 5.05% |
$44.3K - $47.6K
|
36.5K
$988K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-622- 6.7% |
$15.7K - $16.9K
|
8.66K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2K+ 25.0% |
$50.5K - $54.3K
|
10K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
284+ 1.22% |
$7.18K - $7.71K
|
23.6K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-16- 0.17% |
$404 - $434
|
9.57K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.1K+ 1.64% |
$53K - $56.9K
|
130K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 43.81% |
$341K - $366K
|
17.3K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$357K - $384K
|
14.1K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.29K- 22.78% |
$108K - $116K
|
14.5K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 3.97% |
$35.4K - $38K
|
33.8K
$916K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.63KNew |
$193K - $207K
|
7.63K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.37K+ 10.35% |
$34.7K - $37.2K
|
14.6K
$396K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.49K+ 1.24% |
$37.8K - $40.5K
|
122K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$114K - $122K
|
4.49K
$122K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.69K- 21.79% |
$194K - $209K
|
27.6K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
341+ 1.39% |
$8.62K - $9.25K
|
24.9K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-15.6K- 9.32% |
$393K - $422K
|
151K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 1.35% |
$859 - $923
|
2.48K
$67.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 43.38% |
$169K - $181K
|
8.71K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 86.88% |
$13.2K - $14.2K
|
1.13K
$30.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.77K+ 3.69% |
$222K - $238K
|
247K
$6.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.99K- 13.76% |
$252K - $271K
|
62.6K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.5K- 27.12% |
$493K - $530K
|
52.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.57K+ 82.35% |
$39.6K - $42.6K
|
3.47K
$94K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
34.7K+ 6.46% |
$877K - $942K
|
572K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.13% |
$606 - $651
|
18.6K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.7% |
$25.3 - $27.1
|
38
$1.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-37.9K- 99.97% |
$958K - $1.03M
|
12
$325
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-210- 0.8% |
$5.31K - $5.7K
|
26K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-555- 31.09% |
$14K - $15.1K
|
1.23K
$33.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10M- 98.98% |
$253M - $272M
|
103K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 7.41% |
$131K - $140K
|
74.8K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850- 1.68% |
$21.5K - $23.1K
|
49.8K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
150+ 1.05% |
$3.79K - $4.07K
|
14.5K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 1.72% |
$6.32K - $6.79K
|
14.3K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 71.13% |
$435K - $468K
|
41.5K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.93K- 16.5% |
$175K - $188K
|
35.1K
$950K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
23.6K+ 12.91% |
$597K - $641K
|
207K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.4K- 21.56% |
$60.6K - $65.1K
|
8.73K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.17K+ 3.66% |
$156K - $167K
|
175K
$4.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-822- 2.93% |
$20.8K - $22.3K
|
27.2K
$736K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
779+ 0.22% |
$19.7K - $21.1K
|
349K
$9.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
646+ 0.88% |
$16.3K - $17.5K
|
73.8K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-572K- 97.64% |
$14.5M - $15.5M
|
13.9K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$50.5 - $54.3
|
19K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 78.17% |
$497K - $533K
|
44.8K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.2K- 7.12% |
$55.6K - $59.7K
|
28.7K
$777K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.05KNew |
$54.7K - $55.7K
|
2.05K
$55.5K
|
|