Latest Institutional Purchases of Ishares Tr Fallen Angels Usd B (FALN)
This list provides information on the latest institutional transactions involving Ishares Tr Fallen Angels Usd B (FALN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
34.7K+ 6.46% |
$877K - $937K
|
572K
$15.5M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
23.6K+ 12.91% |
$597K - $638K
|
207K
$5.58M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 78.17% |
$497K - $531K
|
44.8K
$1.21M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 71.13% |
$435K - $465K
|
41.5K
$1.12M
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.77K+ 3.69% |
$222K - $237K
|
247K
$6.66M
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.17K+ 3.66% |
$156K - $167K
|
175K
$4.72M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 7.41% |
$131K - $140K
|
74.8K
$2.02M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.57K+ 82.35% |
$39.6K - $42.4K
|
3.47K
$93.8K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
779+ 0.22% |
$19.7K - $21K
|
349K
$9.42M
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
646+ 0.88% |
$16.3K - $17.4K
|
73.8K
$1.99M
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 86.88% |
$13.2K - $14.1K
|
1.13K
$30.4K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
341+ 1.39% |
$8.62K - $9.21K
|
24.9K
$672K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
150+ 1.05% |
$3.79K - $4.05K
|
14.5K
$391K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.13% |
$606 - $648
|
18.6K
$503K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.7% |
$25.3 - $27
|
38
$1.03K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.26M+ 387.63% |
$60.3M - $61.4M
|
2.85M
$76.9M
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2MNew |
$53.3M - $54.3M
|
2M
$54M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
780K+ 14.35% |
$20.8M - $21.2M
|
6.21M
$168M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571KNew |
$15.2M - $15.5M
|
571K
$15.4M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
476K+ 29.89% |
$12.7M - $12.9M
|
2.07M
$55.9M
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
446KNew |
$11.9M - $12.1M
|
446K
$12.1M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
444K+ 37.25% |
$11.8M - $12M
|
1.63M
$44.2M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
350K+ 16.22% |
$9.32M - $9.5M
|
2.51M
$67.7M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
326K+ 713.63% |
$8.7M - $8.86M
|
372K
$10.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207K+ 126.92% |
$5.52M - $5.62M
|
370K
$10M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 7.72% |
$5.38M - $5.48M
|
2.82M
$76.1M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 193.83% |
$5.03M - $5.12M
|
286K
$7.73M
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
154KNew |
$4.09M - $4.17M
|
154K
$4.15M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
137KNew |
$3.65M - $3.72M
|
137K
$3.7M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130K+ 42.11% |
$3.46M - $3.53M
|
439K
$11.8M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
126K+ 16.29% |
$3.36M - $3.42M
|
900K
$24.3M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105K+ 93.32% |
$2.78M - $2.84M
|
217K
$5.85M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
101K+ 367.14% |
$2.7M - $2.75M
|
129K
$3.48M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 10.03% |
$2.62M - $2.67M
|
1.08M
$29.1M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.5K+ 4.06% |
$2.14M - $2.19M
|
2.06M
$55.8M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.6K+ 32.27% |
$1.96M - $2M
|
302K
$8.15M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73.4KNew |
$1.96M - $1.99M
|
73.4K
$1.98M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
70.6KNew |
$1.88M - $1.92M
|
70.6K
$1.91M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
64KNew |
$1.71M - $1.74M
|
64K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
60.2KNew |
$1.6M - $1.63M
|
60.2K
$1.63M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.5K+ 8.06% |
$1.29M - $1.32M
|
650K
$17.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.4K+ 9.76% |
$1.26M - $1.29M
|
533K
$14.4M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.9K+ 83.83% |
$1.22M - $1.25M
|
101K
$2.72M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
42.9K+ 3.55% |
$1.14M - $1.16M
|
1.25M
$33.7M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
41.2K+ 40.78% |
$1.1M - $1.12M
|
142K
$3.84M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
37.4K+ 265.4% |
$997K - $1.02M
|
51.6K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.6K+ 162.74% |
$976K - $994K
|
59.2K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33.1KNew |
$881K - $897K
|
33.1K
$893K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.8KNew |
$820K - $836K
|
30.8K
$832K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
30.7K+ 32.83% |
$818K - $833K
|
124K
$3.35M
|