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 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-44.9KClosed |
$1.09M - $1.25M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-19.5K- 71.71% |
$474K - $543K
|
7.69K
$208K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-24.2KClosed |
$589K - $675K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-116KClosed |
$2.82M - $3.23M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-50.4K- 46.99% |
$1.23M - $1.4M
|
56.9K
$1.54M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.08K- 50.95% |
$221K - $253K
|
8.74K
$236K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-22.6KClosed |
$550K - $630K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
178New |
$4.33K - $4.96K
|
178
$4.81K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.17K- 12.45% |
$52.8K - $60.5K
|
15.3K
$413K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
810New |
$19.7K - $22.6K
|
810
$21.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 10.3% |
$93K - $106K
|
33.3K
$900K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23KClosed |
$559K - $641K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.64KClosed |
$39.9K - $45.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-84Closed |
$2.04K - $2.34K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-28.6KClosed |
$695K - $796K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
135New |
$3.28K - $3.76K
|
135
$3.65K
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-15KClosed |
$364K - $417K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
44New |
$1.07K - $1.23K
|
44
$1.19K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
719New |
$17.5K - $20K
|
719
$19.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-147Closed |
$3.58K - $4.09K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.55KClosed |
$232K - $266K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-69Closed |
$1.68K - $1.92K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-5.13K- 23.84% |
$125K - $143K
|
16.4K
$443K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-360Closed |
$8.76K - $10K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-11.5KClosed |
$279K - $319K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$271K - $311K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-10.3KClosed |
$250K - $286K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.53K- 15.57% |
$37.1K - $42.5K
|
8.28K
$224K
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-346KClosed |
$8.41M - $9.63M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.8KClosed |
$294K - $324K
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-72.1KClosed |
$1.95M - $2.15M
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
SELL
|
- |
-929KClosed |
$25.1M - $27.8M
|
0
$0
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-7.48KClosed |
$202K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-120Closed |
$3.25K - $3.59K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-432Closed |
$11.7K - $12.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-16.5KClosed |
$447K - $493K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.5KClosed |
$310K - $342K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
59.5KNew |
$1.61M - $1.78M
|
59.5K
$1.61M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.6KClosed |
$287K - $317K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.3KClosed |
$279K - $308K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-704Closed |
$19.1K - $21K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-340Closed |
$9.2K - $10.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-13KClosed |
$352K - $389K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-100KClosed |
$2.71M - $3M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-10.4KClosed |
$280K - $310K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-330KClosed |
$8.92M - $9.86M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-601KClosed |
$16.3M - $18M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-125KClosed |
$3.37M - $3.73M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-795Closed |
$21.5K - $23.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-650Closed |
$17.6K - $19.4K
|
0
$0
|
|