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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.48MNew |
$87.9M - $94.4M
|
3.48M
$93.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
347KNew |
$8.77M - $9.42M
|
347K
$9.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
280KNew |
$7.07M - $7.59M
|
280K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
164KNew |
$4.14M - $4.45M
|
164K
$4.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
116K+ 117.59% |
$2.93M - $3.14M
|
214K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
107K+ 49.19% |
$2.69M - $2.89M
|
323K
$8.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
79.5KNew |
$2.01M - $2.16M
|
79.5K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
78.9K+ 433.43% |
$1.99M - $2.14M
|
97.1K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
70.1K+ 116.49% |
$1.77M - $1.9M
|
130K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 303.82% |
$1.04M - $1.12M
|
54.8K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
34.7K+ 6.46% |
$877K - $942K
|
572K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
32.3K+ 2.58% |
$816K - $876K
|
1.28M
$34.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
30.7K+ 14.37% |
$775K - $833K
|
244K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.2K+ 14.55% |
$713K - $766K
|
222K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
28.1KNew |
$709K - $762K
|
28.1K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.9KNew |
$655K - $704K
|
25.9K
$701K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
24.9K+ 17.47% |
$628K - $675K
|
167K
$4.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
23.6K+ 12.91% |
$597K - $641K
|
207K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.2K+ 137.09% |
$509K - $547K
|
34.9K
$942K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 78.17% |
$497K - $533K
|
44.8K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 71.13% |
$435K - $468K
|
41.5K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
16.5KNew |
$418K - $449K
|
16.5K
$447K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
15.2KNew |
$385K - $413K
|
15.2K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.5K+ 12.28% |
$366K - $393K
|
132K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$357K - $384K
|
14.1K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.4KNew |
$287K - $308K
|
11.4K
$307K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.2K+ 10.3% |
$257K - $276K
|
109K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
10.2KNew |
$256K - $275K
|
10.2K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.91KNew |
$250K - $269K
|
9.91K
$268K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.74K+ 28.39% |
$246K - $264K
|
44.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.4KNew |
$238K - $255K
|
9.4K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.77K+ 3.69% |
$222K - $238K
|
247K
$6.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.53K+ 34.43% |
$216K - $232K
|
33.3K
$900K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.63KNew |
$193K - $207K
|
7.63K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.7K+ 7.12% |
$169K - $182K
|
101K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.25K+ 25.14% |
$158K - $170K
|
31.1K
$841K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.17K+ 3.66% |
$156K - $167K
|
175K
$4.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.56K+ 4.32% |
$140K - $151K
|
134K
$3.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 7.41% |
$131K - $140K
|
74.8K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$114K - $122K
|
4.49K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
4.4K+ 8.12% |
$111K - $120K
|
58.7K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4K+ 4.38% |
$101K - $109K
|
95.2K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.36K+ 1.21% |
$84.8K - $91.1K
|
280K
$7.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.09K+ 12.89% |
$78.1K - $83.9K
|
27.1K
$732K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.07K+ 158.67% |
$77.5K - $83.2K
|
5K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.98K+ 4.2% |
$75.2K - $80.7K
|
73.7K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.22K+ 3.06% |
$56.1K - $60.3K
|
74.8K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.1K+ 1.64% |
$53K - $56.9K
|
130K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2K+ 25.0% |
$50.5K - $54.3K
|
10K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.75K+ 5.05% |
$44.3K - $47.6K
|
36.5K
$986K
|