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, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
403+ 4.53% |
$10.7K - $10.9K
|
9.3K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 33.3% |
$340K - $346K
|
51K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
13.7K+ 150.52% |
$366K - $373K
|
22.9K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 10.03% |
$2.62M - $2.67M
|
1.08M
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.22K+ 13.82% |
$112K - $114K
|
34.7K
$938K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12+ 0.98% |
$320 - $326
|
1.23K
$33.3K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.01K+ 20.62% |
$134K - $136K
|
29.3K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207K+ 126.92% |
$5.52M - $5.62M
|
370K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.99K+ 25.2% |
$266K - $271K
|
49.6K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.88K+ 3.47% |
$210K - $214K
|
235K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-985- 0.45% |
$26.2K - $26.7K
|
217K
$5.86M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12K- 10.85% |
$319K - $325K
|
98.5K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-146- 1.76% |
$3.89K - $3.96K
|
8.13K
$220K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
17.4KNew |
$464K - $472K
|
17.4K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.17K- 10.39% |
$138K - $140K
|
44.6K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
160+ 1.55% |
$4.26K - $4.34K
|
10.5K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
13.1K+ 1.18% |
$349K - $356K
|
1.13M
$30.5M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-670K- 47.16% |
$17.9M - $18.2M
|
751K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 59.59% |
$287K - $292K
|
28.8K
$778K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.4K- 12.59% |
$570K - $580K
|
148K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 32.34% |
$69.4K - $70.7K
|
10.7K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 0.33% |
$6.55K - $6.68K
|
73.2K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 193.83% |
$5.03M - $5.12M
|
286K
$7.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
443+ 360.16% |
$11.8K - $12K
|
566
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
290+ 67.92% |
$7.73K - $7.87K
|
717
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 25618.33% |
$409K - $417K
|
15.4K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
101K+ 367.14% |
$2.7M - $2.75M
|
129K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174- 2.08% |
$4.64K - $4.72K
|
8.2K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-72- 5.74% |
$1.92K - $1.95K
|
1.18K
$32K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
947+ 12.38% |
$25.2K - $25.7K
|
8.6K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
59+ 2.96% |
$1.57K - $1.6K
|
2.05K
$55.5K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
446KNew |
$11.9M - $12.1M
|
446K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.4K+ 16.48% |
$731K - $745K
|
194K
$5.24M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-141- 1.66% |
$3.76K - $3.83K
|
8.37K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.86K- 56.98% |
$130K - $132K
|
3.67K
$99.2K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
15.6K+ 34.51% |
$416K - $423K
|
60.8K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105K+ 93.32% |
$2.78M - $2.84M
|
217K
$5.85M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 0.17% |
$4.48K - $4.56K
|
98.7K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.7K+ 2.14% |
$45.4K - $46.2K
|
81.4K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.26K+ 3.21% |
$60.1K - $61.2K
|
72.6K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.01K- 15.74% |
$133K - $136K
|
26.8K
$724K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.5K+ 4.06% |
$2.14M - $2.19M
|
2.06M
$55.8M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
21.7KNew |
$579K - $589K
|
21.7K
$587K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-684- 1.01% |
$18.2K - $18.6K
|
67.3K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.46K- 6.69% |
$65.5K - $66.7K
|
34.3K
$927K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-70- 0.71% |
$1.86K - $1.9K
|
9.84K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.21K- 6.42% |
$32.2K - $32.8K
|
17.6K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.4K+ 9.76% |
$1.26M - $1.29M
|
533K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106+ 0.6% |
$2.82K - $2.88K
|
17.7K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
326K+ 713.63% |
$8.7M - $8.86M
|
372K
$10.1M
|