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 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 0.93% |
$31.9K - $33.7K
|
131K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32- 6.36% |
$832 - $877
|
471
$12.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.35K- 11.62% |
$139K - $147K
|
40.6K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.69K- 2.39% |
$43.9K - $46.3K
|
68.8K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.4K+ 5.08% |
$608K - $640K
|
483K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
7.38K+ 12.15% |
$192K - $202K
|
68.1K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.52K+ 118.93% |
$196K - $206K
|
13.8K
$374K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
11.4K+ 2.07% |
$297K - $313K
|
563K
$15.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.94K- 9.44% |
$76.6K - $80.7K
|
28.2K
$763K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.64% |
$27.6K - $29.1K
|
23.9K
$647K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 1.64% |
$29.1K - $30.6K
|
67.2K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.8KNew |
$724K - $763K
|
27.8K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.15KNew |
$238K - $251K
|
9.15K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-431- 91.12% |
$11.2K - $11.8K
|
42
$1.13K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-437- 1.65% |
$11.4K - $12K
|
26.1K
$704K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 5.2% |
$334K - $352K
|
260K
$7.01M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 37.79% |
$166K - $175K
|
10.5K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.16K- 13.19% |
$108K - $114K
|
27.4K
$740K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
18.5K+ 21.64% |
$480K - $506K
|
104K
$2.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.72K+ 15.18% |
$70.8K - $74.6K
|
20.6K
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-11.2K- 56.14% |
$291K - $307K
|
8.75K
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.91M+ 27.04% |
$49.8M - $52.5M
|
8.99M
$243M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3K+ 28.05% |
$78.1K - $82.3K
|
13.7K
$370K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.2K+ 8.17% |
$577K - $608K
|
294K
$7.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.52K+ 5.18% |
$65.4K - $68.9K
|
51.1K
$1.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-19.9K- 15.68% |
$518K - $545K
|
107K
$2.89M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 2.56% |
$101K - $104K
|
148K
$4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.6K- 13.18% |
$93.6K - $96K
|
23.7K
$641K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
630+ 3.74% |
$16.4K - $16.8K
|
17.5K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 10.96% |
$67K - $68.7K
|
26.1K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-15.2K- 59.14% |
$396K - $407K
|
10.5K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28New |
$728 - $747
|
28
$756
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
13.2KNew |
$345K - $353K
|
13.2K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-74.7K- 61.67% |
$1.94M - $1.99M
|
46.5K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.31% |
$2.6K - $2.67K
|
32.4K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-73.4K- 10.81% |
$1.91M - $1.96M
|
606K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83K- 11.19% |
$47.5K - $48.7K
|
14.5K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
69.8KNew |
$1.82M - $1.86M
|
69.8K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.34K+ 3.27% |
$35K - $35.9K
|
42.4K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.13KNew |
$29.3K - $30.1K
|
1.13K
$30.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
977+ 13.01% |
$25.4K - $26.1K
|
8.49K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-38.7K- 74.12% |
$1.01M - $1.03M
|
13.5K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.79K- 96.04% |
$72.5K - $74.4K
|
115
$3.11K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22+ 1.72% |
$572 - $587
|
1.3K
$35.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-16.8K- 24.24% |
$438K - $449K
|
52.6K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.32KNew |
$86.3K - $88.5K
|
3.32K
$89.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 16.67% |
$104K - $107K
|
20K
$540K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.29KNew |
$33.6K - $34.5K
|
1.29K
$34.9K
|
|