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 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.08% |
$107 - $109
|
373
$10.1K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.01K+ 2.13% |
$53.5K - $54.5K
|
96.2K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$423K - $430K
|
15.9K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
30.7K+ 32.83% |
$818K - $833K
|
124K
$3.35M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11.6K+ 10.71% |
$310K - $316K
|
120K
$3.25M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.9K- 34.12% |
$343K - $350K
|
24.9K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.44K+ 24.78% |
$65.1K - $66.3K
|
12.3K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.48K+ 9.11% |
$173K - $176K
|
77.7K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-89- 14.13% |
$2.37K - $2.42K
|
541
$14.6K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.3K- 8.65% |
$61.2K - $62.3K
|
24.2K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-121- 96.8% |
$3.22K - $3.28K
|
4
$108
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.97K- 26.84% |
$132K - $135K
|
13.5K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.76K+ 1.01% |
$73.5K - $74.9K
|
277K
$7.47M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 1.75% |
$26.6 - $27.1
|
56
$1.51K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.17K+ 19.67% |
$218K - $222K
|
49.7K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 1.66% |
$40.9K - $41.7K
|
94.1K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
42.9K+ 3.55% |
$1.14M - $1.16M
|
1.25M
$33.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-49.7K- 29.08% |
$1.32M - $1.35M
|
121K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.75K+ 69.91% |
$206K - $210K
|
18.8K
$508K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.13K- 3.72% |
$110K - $112K
|
107K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4K+ 106.73% |
$330K - $336K
|
24K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.28K+ 4.97% |
$34K - $34.6K
|
27K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31New |
$826 - $841
|
31
$837
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.02KNew |
$53.7K - $54.7K
|
2.02K
$54.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52K- 34.54% |
$1.38M - $1.41M
|
98.5K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
6.45K+ 10.03% |
$172K - $175K
|
70.8K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
350K+ 16.22% |
$9.32M - $9.5M
|
2.51M
$67.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 2.23% |
$7.94K - $8.09K
|
13K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$693 - $706
|
26
$702
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 0.38% |
$986 - $1K
|
9.87K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 21.32% |
$68.1K - $69.4K
|
9.44K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 4.25% |
$42.7K - $43.5K
|
39.3K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
126K+ 16.29% |
$3.36M - $3.42M
|
900K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.1K- 56.99% |
$295K - $301K
|
8.37K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.02% |
$213 - $217
|
44.2K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.4K- 81.65% |
$491K - $500K
|
4.14K
$112K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
150+ 0.65% |
$4K - $4.07K
|
23.3K
$631K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192- 50.0% |
$5.11K - $5.21K
|
192
$5.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-382- 3.77% |
$10.2K - $10.4K
|
9.76K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.49K+ 51.2% |
$120K - $122K
|
13.3K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 70.05% |
$100K - $102K
|
9.12K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 0.36% |
$1.63K - $1.66K
|
17.2K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 160.0% |
$1.28K - $1.3K
|
78
$2.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-423- 0.46% |
$11.3K - $11.5K
|
91.2K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 1.93% |
$87.2K - $88.9K
|
173K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
442+ 1.72% |
$11.8K - $12K
|
26.1K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130K+ 42.11% |
$3.46M - $3.53M
|
439K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-400- 1.43% |
$10.7K - $10.9K
|
27.5K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$32K - $32.6K
|
1.2K
$32.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 10.85% |
$88.6K - $90.3K
|
34K
$918K
|