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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.53K- 21.22% |
$62.3K - $64.1K
|
9.38K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260+ 23.83% |
$6.41K - $6.6K
|
1.35K
$36.5K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 4.46% |
$41K - $42.2K
|
35.6K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-2.16K- 5.8% |
$53.1K - $54.7K
|
35K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-690- 3.29% |
$17K - $17.5K
|
20.3K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
367New |
$9.04K - $9.31K
|
367
$9.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.78K+ 4.53% |
$43.9K - $45.2K
|
41.1K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21K- 30.37% |
$517K - $532K
|
48.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.08K- 18.5% |
$51.3K - $52.9K
|
9.18K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
367+ 4.33% |
$9.04K - $9.31K
|
8.85K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.13K+ 19.2% |
$77.2K - $79.5K
|
19.4K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-362- 74.03% |
$8.92K - $9.18K
|
127
$3.43K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.08K+ 8.73% |
$75.9K - $78.1K
|
38.4K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
889+ 1.9% |
$21.9K - $22.6K
|
47.7K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
47New |
$1.16K - $1.19K
|
47
$1.27K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-602- 6.6% |
$14.8K - $15.3K
|
8.52K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-380- 4.51% |
$9.36K - $9.64K
|
8.05K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
815New |
$20.1K - $20.7K
|
815
$22K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-121- 4.07% |
$2.98K - $3.07K
|
2.85K
$77K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
142New |
$3.5K - $3.6K
|
142
$3.84K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-137- 1.0% |
$3.38K - $3.48K
|
13.5K
$365K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2KNew |
$324K - $334K
|
13.2K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.47K- 9.32% |
$36.2K - $37.3K
|
14.3K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
2.43MNew |
$59.8M - $61.6M
|
2.43M
$65.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15.4KNew |
$380K - $391K
|
15.4K
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
38New |
$936 - $964
|
38
$1.03K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-523- 1.01% |
$12.9K - $13.3K
|
51.2K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
455+ 4.28% |
$11.2K - $11.5K
|
11.1K
$300K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.3K+ 14.74% |
$130K - $134K
|
41.2K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
637New |
$15.7K - $16.2K
|
637
$17.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
250+ 2.28% |
$6.16K - $6.34K
|
11.2K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
639+ 2.33% |
$15.7K - $16.2K
|
28.1K
$758K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.68K+ 4.74% |
$41.4K - $42.7K
|
37.2K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.5K- 46.76% |
$408K - $420K
|
18.8K
$509K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
315+ 3.14% |
$7.76K - $7.99K
|
10.3K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-439- 7.96% |
$10.8K - $11.1K
|
5.08K
$137K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
603+ 3.12% |
$14.9K - $15.3K
|
19.9K
$538K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
201+ 2.4% |
$4.95K - $5.1K
|
8.57K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.16K- 9.79% |
$28.7K - $29.5K
|
10.7K
$289K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-79- 16.49% |
$1.95K - $2K
|
400
$10.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12KNew |
$297K - $305K
|
12K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.45K- 21.94% |
$134K - $138K
|
19.4K
$524K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.34K- 5.76% |
$57.7K - $59.4K
|
38.3K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
229+ 0.97% |
$5.64K - $5.81K
|
23.7K
$641K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-725- 7.5% |
$17.9K - $18.4K
|
8.94K
$241K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
998+ 2.35% |
$24.6K - $25.3K
|
43.6K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.57K- 24.69% |
$113K - $116K
|
13.9K
$376K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
463+ 3.26% |
$11.4K - $11.7K
|
14.6K
$396K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.58K+ 7.83% |
$63.6K - $65.5K
|
35.5K
$960K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-456- 4.39% |
$11.2K - $11.6K
|
9.93K
$268K
|