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 |
---|---|---|---|---|---|---|---|
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
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
59.5KNew |
$1.61M - $1.78M
|
59.5K
$1.61M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.5KClosed |
$310K - $342K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.6KClosed |
$287K - $317K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-340Closed |
$9.2K - $10.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-704Closed |
$19.1K - $21K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.3KClosed |
$279K - $308K
|
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
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-650Closed |
$17.6K - $19.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-795Closed |
$21.5K - $23.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-13.5KClosed |
$365K - $403K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.75KClosed |
$183K - $202K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-7.51KClosed |
$203K - $225K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-101KClosed |
$2.97M - $3.06M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-254Closed |
$7.47K - $7.71K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-100- 1.02% |
$2.94K - $3.04K
|
9.7K
$262K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-36Closed |
$1.06K - $1.09K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-329KClosed |
$9.68M - $9.99M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.48KClosed |
$249K - $257K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-782KClosed |
$23M - $23.8M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 14.53% |
$1K - $1.03K
|
200
$5.4K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15.1KClosed |
$443K - $457K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-255Closed |
$7.5K - $7.74K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
34K+ 12.5% |
$1M - $1.03M
|
306K
$8.27M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-97KClosed |
$2.85M - $2.95M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-16.6KClosed |
$488K - $504K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-15.4KClosed |
$454K - $469K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-32.9KClosed |
$967K - $998K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10Closed |
$299 - $304
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.11MClosed |
$33.3M - $33.9M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.8KNew |
$560K - $571K
|
18.8K
$506K
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-35.6KClosed |
$1.06M - $1.08M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.5KClosed |
$343K - $349K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
SELL
|
- |
-34.3KClosed |
$1M - $1.03M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.6KNew |
$426K - $437K
|
14.6K
$394K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
114New |
$3.33K - $3.42K
|
114
$3.08K
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-492Closed |
$14.4K - $14.7K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-305Closed |
$8.91K - $9.14K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-659Closed |
$19.2K - $19.7K
|
0
$0
|
|
Jul 02, 2021
Q2 2021
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-929KClosed |
$27.1M - $27.8M
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$720K - $744K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-55.3KClosed |
$1.59M - $1.64M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-3.4KClosed |
$97.7K - $101K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-8.42KClosed |
$242K - $250K
|
0
$0
|