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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 1.05% |
$1.47K - $1.49K
|
5.19K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12+ 0.11% |
$320 - $326
|
10.5K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.45K- 20.91% |
$65.3K - $66.5K
|
9.27K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 0.98% |
$2.74K - $2.8K
|
10.4K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.82K- 41.06% |
$155K - $158K
|
8.36K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22K+ 11.78% |
$586K - $597K
|
209K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.3K- 40.85% |
$380K - $387K
|
20.6K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.7K+ 18.89% |
$499K - $509K
|
118K
$3.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1K+ 13.15% |
$26.7K - $27.2K
|
8.64K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$273K - $278K
|
10.2K
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-38.9K- 38.39% |
$1.04M - $1.05M
|
62.4K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.19K+ 2.56% |
$31.8K - $32.4K
|
47.9K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.1KNew |
$376K - $383K
|
14.1K
$381K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.55K+ 5.33% |
$201K - $205K
|
149K
$4.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.59KNew |
$255K - $260K
|
9.59K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
404+ 2.18% |
$10.8K - $11K
|
19K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
505New |
$13.5K - $13.7K
|
505
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
161New |
$4.29K - $4.37K
|
161
$4.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-4.4K- 3.34% |
$117K - $119K
|
128K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 20.41% |
$524K - $534K
|
116K
$3.13M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.63K+ 10.34% |
$203K - $207K
|
81.4K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.8KNew |
$820K - $836K
|
30.8K
$832K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
224+ 2.47% |
$5.97K - $6.08K
|
9.28K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.99K+ 4.47% |
$53.1K - $54.1K
|
46.5K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 27.18% |
$313K - $319K
|
31.5K
$850K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.16% |
$2.13K - $2.17K
|
48.7K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
64KNew |
$1.71M - $1.74M
|
64K
$1.73M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
70.6KNew |
$1.88M - $1.92M
|
70.6K
$1.91M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73.4KNew |
$1.96M - $1.99M
|
73.4K
$1.98M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 8.13% |
$535K - $551K
|
268K
$7.24M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.4K- 48.52% |
$302K - $310K
|
12.1K
$326K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11.4KNew |
$302K - $311K
|
11.4K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-53.8K- 42.95% |
$1.43M - $1.47M
|
71.5K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73New |
$1.94K - $1.99K
|
73
$1.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
812New |
$21.6K - $22.2K
|
812
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
8.95KNew |
$238K - $245K
|
8.95K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-209- 86.72% |
$5.55K - $5.71K
|
32
$864
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
10.4KNew |
$275K - $283K
|
10.4K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.9K- 64.36% |
$555K - $571K
|
11.6K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
716+ 62.86% |
$19K - $19.6K
|
1.86K
$50.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 4.57% |
$393K - $404K
|
339K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
11K+ 128.1% |
$293K - $302K
|
19.7K
$531K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 63.64% |
$1.67K - $1.72K
|
36
$972
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 49.57% |
$1.51K - $1.56K
|
58
$1.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
9.09KNew |
$241K - $248K
|
9.09K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 6.69% |
$1.04K - $1.07K
|
544
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-125- 1.35% |
$3.32K - $3.42K
|
9.13K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
118KNew |
$3.13M - $3.22M
|
118K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.29K+ 5.13% |
$247K - $254K
|
190K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
160KNew |
$4.25M - $4.37M
|
160K
$4.32M
|
|