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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.2KClosed |
$29.8K - $30.7K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 1.75% |
$49.6 - $51.1
|
116
$3.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.76KNew |
$217K - $224K
|
8.76K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 17.76% |
$50.2K - $51.7K
|
9.38K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3.95KNew |
$97.9K - $101K
|
3.95K
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-375- 4.29% |
$9.29K - $9.58K
|
8.37K
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-23.4K- 68.14% |
$580K - $597K
|
10.9K
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
228New |
$5.65K - $5.82K
|
228
$6.16K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-407- 95.76% |
$10.1K - $10.4K
|
18
$486
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.84K- 99.79% |
$120K - $124K
|
10
$270
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-74.6K- 89.57% |
$1.85M - $1.91M
|
8.69K
$235K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-22.4K- 99.23% |
$554K - $571K
|
174
$4.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.28K+ 2.18% |
$31.8K - $32.8K
|
60.2K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
48.4KNew |
$1.2M - $1.24M
|
48.4K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-27.6K- 67.2% |
$684K - $705K
|
13.5K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
63.8KNew |
$1.58M - $1.63M
|
63.8K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$248 - $255
|
10
$270
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 10.95% |
$64.8K - $66.8K
|
21.3K
$574K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 37.5% |
$595 - $613
|
40
$1.08K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2025
Q2 2023
|
Renaissancere Holdings LTD
Pembroke, D0 |
SELL
|
- |
-714KClosed |
$17.6M - $18.1M
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15Closed |
$370 - $381
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
85New |
$2.09K - $2.16K
|
85
$2.3K
|
|
|
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
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-313- 3.38% |
$7.71K - $7.94K
|
8.95K
$242K
|
|
|
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
|
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 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.78K+ 4.53% |
$43.9K - $45.2K
|
41.1K
$1.11M
|
|
|
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
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-602- 6.6% |
$14.8K - $15.3K
|
8.52K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
47New |
$1.16K - $1.19K
|
47
$1.27K
|
|
|
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
|
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
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-137- 1.0% |
$3.38K - $3.48K
|
13.5K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
142New |
$3.5K - $3.6K
|
142
$3.84K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
2.43MNew |
$59.8M - $61.6M
|
2.43M
$65.6M
|
|
|
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 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
|
|