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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.12K- 6.97% |
$133K - $140K
|
68.4K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11K+ 7.03% |
$285K - $301K
|
167K
$4.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11- 0.09% |
$286 - $302
|
12.5K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
258+ 1.54% |
$6.71K - $7.07K
|
17K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
156+ 60.94% |
$4.06K - $4.28K
|
412
$11.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.1K+ 11.98% |
$80.6K - $84.9K
|
28.9K
$782K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$52 - $54.8
|
22.4K
$604K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.82K+ 18.3% |
$229K - $242K
|
57K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.44KNew |
$194K - $204K
|
7.44K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
14K+ 1.26% |
$364K - $384K
|
1.13M
$30.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 0.81% |
$390 - $411
|
1.86K
$50.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 3.22% |
$28.8K - $30.3K
|
35.5K
$959K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.8KNew |
$358K - $378K
|
13.8K
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
940+ 4.45% |
$24.4K - $25.8K
|
22.1K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 70.62% |
$184K - $194K
|
17.1K
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.62KNew |
$198K - $209K
|
7.62K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35.3K+ 67.37% |
$918K - $968K
|
87.7K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
104+ 20.08% |
$2.71K - $2.85K
|
622
$16.8K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
76+ 0.59% |
$1.98K - $2.08K
|
13.1K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
7.96KNew |
$207K - $218K
|
7.96K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
342+ 240.85% |
$8.9K - $9.37K
|
484
$13.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.3K+ 2.63% |
$33.8K - $35.6K
|
50.7K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.67K+ 11.8% |
$69.3K - $73K
|
25.3K
$682K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
390+ 1.54% |
$10.1K - $10.7K
|
25.8K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.8K- 24.31% |
$2.21M - $2.33M
|
264K
$7.13M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25K- 51.93% |
$649K - $684K
|
23.1K
$624K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-112K- 40.78% |
$2.92M - $3.07M
|
163K
$4.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 20.87% |
$314K - $331K
|
45.8K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.1K+ 12.34% |
$445K - $469K
|
156K
$4.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.03K+ 26.63% |
$26.7K - $28.2K
|
4.89K
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.5K+ 2.99% |
$117K - $123K
|
155K
$4.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
889+ 3.03% |
$23.1K - $24.4K
|
30.2K
$816K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24- 6.06% |
$624 - $658
|
372
$10K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.23KNew |
$32K - $33.7K
|
1.23K
$33.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.51K- 3.14% |
$91.4K - $96.3K
|
108K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.29K+ 16.02% |
$190K - $200K
|
52.8K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.22% |
$26 - $27.4
|
453
$12.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
8.26K+ 22.01% |
$215K - $226K
|
45.8K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
240+ 2.82% |
$6.24K - $6.58K
|
8.74K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75+ 15.03% |
$1.95K - $2.06K
|
574
$15.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-572- 27.73% |
$14.9K - $15.7K
|
1.49K
$40.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 3.41% |
$58.1K - $61.2K
|
67.7K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
776+ 3.28% |
$20.2K - $21.3K
|
24.4K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.2K- 12.4% |
$161K - $170K
|
43.8K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 3.74% |
$104 - $110
|
111
$3K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.48KNew |
$247K - $260K
|
9.48K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
8+ 0.07% |
$208 - $219
|
12K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.52K+ 17.61% |
$170K - $179K
|
43.6K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
264+ 4.49% |
$6.87K - $7.24K
|
6.15K
$166K
|