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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
101KNew |
$2.68M - $2.76M
|
101K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46.7KNew |
$1.24M - $1.28M
|
46.7K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25.6K+ 8.72% |
$681K - $701K
|
320K
$8.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.6K+ 163.32% |
$600K - $618K
|
36.4K
$984K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21K+ 39.78% |
$558K - $574K
|
73.8K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 35.55% |
$272K - $280K
|
39.1K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.2K+ 23.59% |
$244K - $251K
|
48.2K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.4K+ 40.68% |
$223K - $229K
|
29K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$203K - $209K
|
7.64K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.47K+ 7.37% |
$172K - $177K
|
94.2K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.57K+ 3.5% |
$148K - $152K
|
165K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.82K+ 4.65% |
$128K - $132K
|
109K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.77K+ 2.25% |
$100K - $103K
|
171K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
950New |
$25.2K - $26K
|
950
$25.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 7.46% |
$18.1K - $18.7K
|
9.84K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
534+ 0.8% |
$14.2K - $14.6K
|
67.7K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
379+ 0.24% |
$10.1K - $10.4K
|
155K
$4.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 0.61% |
$5.79K - $5.96K
|
35.7K
$964K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
152+ 0.89% |
$4.04K - $4.15K
|
17.2K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 1.12% |
$717 - $738
|
2.45K
$66K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 6.33% |
$531 - $546
|
336
$9.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 3.14% |
$478 - $492
|
592
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5New |
$133 - $137
|
5
$135
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3New |
$79.7 - $82
|
3
$81
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.91M+ 27.04% |
$49.8M - $52.5M
|
8.99M
$243M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
492K+ 101.72% |
$12.8M - $13.5M
|
976K
$26.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
368K+ 39.78% |
$9.58M - $10.1M
|
1.29M
$34.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
209K+ 52.99% |
$5.43M - $5.72M
|
603K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 7.47% |
$3.47M - $3.66M
|
1.92M
$51.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
125KNew |
$3.26M - $3.44M
|
125K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123KNew |
$3.19M - $3.37M
|
123K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
123KNew |
$3.19M - $3.37M
|
123K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86.3KNew |
$2.24M - $2.37M
|
86.3K
$2.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.9K+ 32.53% |
$1.24M - $1.31M
|
195K
$5.26M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.8K+ 35.05% |
$1.24M - $1.31M
|
184K
$4.97M
|
|
|
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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.3K+ 10.99% |
$1.1M - $1.16M
|
427K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.8K+ 2.76% |
$853K - $899K
|
1.22M
$32.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
31.1K+ 10.6% |
$808K - $851K
|
324K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31KNew |
$807K - $850K
|
31K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 360.49% |
$791K - $834K
|
38.9K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.4K+ 21.73% |
$764K - $805K
|
165K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
27.8K+ 34.7% |
$724K - $763K
|
108K
$2.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.8KNew |
$724K - $763K
|
27.8K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26K+ 754.17% |
$675K - $712K
|
29.4K
$794K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.8K+ 153.92% |
$646K - $681K
|
41K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.4K+ 5.08% |
$608K - $640K
|
483K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23K+ 11.78% |
$598K - $630K
|
218K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$558K - $588K
|
21.5K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19KNew |
$493K - $520K
|
19K
$512K
|
|