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 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
60.2KNew |
$1.6M - $1.63M
|
60.2K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 8.17% |
$32.4K - $33K
|
16.1K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-421- 16.22% |
$11.2K - $11.4K
|
2.18K
$58.7K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.25K+ 4.26% |
$140K - $142K
|
128K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.6K+ 32.27% |
$1.96M - $2M
|
302K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 62.68% |
$412K - $420K
|
40.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.57K- 4.5% |
$68.5K - $69.8K
|
54.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 11.66% |
$35K - $35.6K
|
9.95K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 4.17% |
$26.6 - $27.1
|
25
$675
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-15.2K- 5.5% |
$404K - $412K
|
261K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2K+ 4.65% |
$591K - $602K
|
500K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$5.33K - $5.43K
|
200
$5.4K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.9K+ 83.83% |
$1.22M - $1.25M
|
101K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39.9K- 53.25% |
$1.06M - $1.08M
|
35K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
137KNew |
$3.65M - $3.72M
|
137K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.27K+ 10.53% |
$33.7K - $34.3K
|
13.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.52K+ 10.05% |
$120K - $123K
|
49.5K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
444K+ 37.25% |
$11.8M - $12M
|
1.63M
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 5.99% |
$182K - $185K
|
107K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$466K - $475K
|
17.5K
$473K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.81K- 3.28% |
$74.9K - $76.3K
|
82.9K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.42K+ 26.51% |
$198K - $201K
|
35.4K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-336- 2.42% |
$8.95K - $9.12K
|
13.6K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
483+ 4.91% |
$12.9K - $13.1K
|
10.3K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.15K+ 11.67% |
$30.6K - $31.2K
|
11K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
476K+ 29.89% |
$12.7M - $12.9M
|
2.07M
$55.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 61.48% |
$730K - $744K
|
72K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144New |
$3.84K - $3.91K
|
144
$3.89K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.84K+ 8.24% |
$102K - $104K
|
50.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.93K- 13.08% |
$105K - $107K
|
26.1K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
154KNew |
$4.09M - $4.17M
|
154K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.76K- 75.74% |
$47K - $47.9K
|
565
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 288.0% |
$1.92K - $1.95K
|
97
$2.62K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
326+ 3.81% |
$8.68K - $8.85K
|
8.88K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.2KClosed |
$565K - $576K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-837- 30.22% |
$22.3K - $22.7K
|
1.93K
$52.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571KNew |
$15.2M - $15.5M
|
571K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.5K+ 8.06% |
$1.29M - $1.32M
|
650K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.43K+ 16.67% |
$64.7K - $66K
|
17K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.18K- 28.3% |
$191K - $195K
|
18.2K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2MNew |
$53.3M - $54.3M
|
2M
$54M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
188+ 250.67% |
$5.01K - $5.1K
|
263
$7.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19KNew |
$58.4K - $59.5K
|
2.19K
$59.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-605- 66.92% |
$16.1K - $16.4K
|
299
$8.08K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-436- 66.26% |
$11.6K - $11.8K
|
222
$6K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 4.78% |
$42.8K - $43.6K
|
35.2K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.85K+ 46.25% |
$49.3K - $50.2K
|
5.85K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-123- 1.09% |
$3.28K - $3.34K
|
11.1K
$300K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.26M+ 387.63% |
$60.3M - $61.4M
|
2.85M
$76.9M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
41.2K+ 40.78% |
$1.1M - $1.12M
|
142K
$3.84M
|