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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-347- 8.74% |
$9.21K - $9.48K
|
3.62K
$97.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12K- 60.0% |
$319K - $328K
|
8K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
7.5KNew |
$199K - $205K
|
7.5K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 11.22% |
$7.38K - $7.59K
|
2.2K
$59.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166- 15.79% |
$4.41K - $4.54K
|
885
$23.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.02% |
$26.6 - $27.3
|
4.05K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
586+ 6.62% |
$15.6K - $16K
|
9.44K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.78K+ 118.52% |
$260K - $267K
|
18K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-775- 51.98% |
$20.6K - $21.2K
|
716
$19.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 24.49% |
$79.7K - $82K
|
9.25K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 52.94% |
$239K - $246K
|
8K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-156- 1.19% |
$4.14K - $4.26K
|
12.9K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
230KNew |
$6.11M - $6.29M
|
230K
$6.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.04K+ 8.07% |
$54.1K - $55.7K
|
27.3K
$737K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$26.6 - $27.3
|
1
$27
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-50- 0.66% |
$1.33K - $1.37K
|
7.57K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33New |
$876 - $902
|
33
$891
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2+ 1.8% |
$53.1 - $54.6
|
113
$3.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3New |
$79.7 - $82
|
3
$81
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
950New |
$25.2K - $26K
|
950
$25.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.8K- 38.23% |
$127K - $131K
|
7.75K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5New |
$133 - $137
|
5
$135
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 6.33% |
$531 - $546
|
336
$9.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 20.81% |
$2.6K - $2.68K
|
373
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.2K+ 23.59% |
$244K - $251K
|
48.2K
$1.3M
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.45K- 48.42% |
$220K - $232K
|
9.01K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.62K- 12.44% |
$42.2K - $44.4K
|
11.4K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-8.39K- 51.11% |
$218K - $230K
|
8.03K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31KNew |
$807K - $850K
|
31K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.41KNew |
$167K - $176K
|
6.41K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-97K- 75.48% |
$2.52M - $2.66M
|
31.5K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 100.0% |
$2.6K - $2.74K
|
200
$5.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
46.2K+ 4.65% |
$1.2M - $1.27M
|
1.04M
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-196- 35.32% |
$5.1K - $5.37K
|
359
$9.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.73K- 8.2% |
$44.9K - $47.4K
|
19.3K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.8K- 59.78% |
$281K - $296K
|
7.26K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$13.5K - $14.2K
|
519
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-15.8K- 21.09% |
$410K - $432K
|
59K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-67- 0.67% |
$1.74K - $1.84K
|
9.91K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-992- 2.77% |
$25.8K - $27.2K
|
34.8K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
233+ 0.32% |
$6.06K - $6.39K
|
73.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.38K- 47.69% |
$87.9K - $92.7K
|
3.71K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8K+ 106.0% |
$358K - $377K
|
26.7K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.87K+ 41.51% |
$127K - $133K
|
16.6K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
270+ 5.68% |
$7.02K - $7.4K
|
5.02K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
6.65KNew |
$173K - $182K
|
6.65K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.93K- 47.95% |
$102K - $108K
|
4.27K
$115K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-587- 4.89% |
$15.3K - $16.1K
|
11.4K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-54- 15.74% |
$1.4K - $1.48K
|
289
$7.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
72New |
$1.87K - $1.97K
|
72
$1.94K
|
|