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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-62.5K- 59.57% |
$1.49M - $1.63M
|
42.4K
$1.15M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.6KClosed |
$397K - $433K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.08K- 11.32% |
$73.6K - $80.4K
|
24.1K
$652K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.3KNew |
$271K - $296K
|
11.3K
$306K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.4KNew |
$296K - $324K
|
12.4K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
348+ 0.37% |
$8.32K - $9.08K
|
94.1K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-66Closed |
$1.58K - $1.72K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.8K- 49.14% |
$281K - $307K
|
12.2K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
627New |
$15K - $16.4K
|
627
$16.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$213K - $232K
|
8.9K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.8K- 41.06% |
$281K - $307K
|
16.9K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.66K+ 11.44% |
$39.6K - $43.3K
|
16.1K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.91K- 41.62% |
$45.6K - $49.8K
|
2.68K
$72.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
887+ 133.38% |
$21.2K - $23.2K
|
1.55K
$41.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.74K+ 4.0% |
$41.6K - $45.4K
|
45.2K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$95.6 - $104
|
1.15K
$31.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.71KNew |
$208K - $227K
|
8.71K
$235K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
250New |
$5.98K - $6.53K
|
250
$6.75K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
506New |
$12.1K - $13.2K
|
506
$13.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.81K- 38.39% |
$210K - $230K
|
14.1K
$382K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.64K- 44.03% |
$159K - $173K
|
8.44K
$228K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-318- 99.07% |
$7.6K - $8.3K
|
3
$81
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-982- 4.65% |
$23.5K - $25.6K
|
20.1K
$544K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-12.1K- 22.46% |
$289K - $315K
|
41.7K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
63.4KNew |
$1.52M - $1.65M
|
63.4K
$1.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
26New |
$621 - $679
|
26
$702
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.72K- 13.74% |
$113K - $123K
|
29.6K
$799K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.5K- 38.87% |
$59.7K - $65.1K
|
3.93K
$106K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.96KNew |
$214K - $234K
|
8.96K
$242K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.77K- 16.93% |
$42.4K - $46.2K
|
8.69K
$235K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-63.9K- 54.35% |
$1.53M - $1.67M
|
53.7K
$1.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 20.43% |
$29.1K - $31.7K
|
4.74K
$128K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
955+ 4.76% |
$22.8K - $24.9K
|
21K
$567K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.05KNew |
$49K - $53.5K
|
2.05K
$55.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.8K- 20.48% |
$90.7K - $99.1K
|
14.7K
$398K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88New |
$2.1K - $2.3K
|
88
$2.38K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-19.2K- 40.83% |
$459K - $501K
|
27.8K
$751K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.7K- 4.72% |
$88.5K - $96.6K
|
74.7K
$2.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.37K- 3.7% |
$128K - $140K
|
140K
$3.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
132+ 153.49% |
$3.15K - $3.45K
|
218
$5.89K
|
|
| Q2 2022 | |||||||
|
May 19, 2025
Q2 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-113KClosed |
$2.76M - $3.16M
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515Closed |
$12.5K - $14.3K
|
0
$0
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.97K- 14.4% |
$169K - $194K
|
41.4K
$1.12M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-272Closed |
$6.62K - $7.58K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.8KClosed |
$408K - $468K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.5K+ 20.27% |
$36.5K - $41.8K
|
8.9K
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$803 - $919
|
33
$891
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.3KNew |
$786K - $901K
|
32.3K
$873K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-335- 3.44% |
$8.15K - $9.33K
|
9.41K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-767Closed |
$18.7K - $21.4K
|
0
$0
|
|