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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.4K+ 16.48% |
$731K - $745K
|
194K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 61.48% |
$730K - $744K
|
72K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2K+ 4.65% |
$591K - $602K
|
500K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22K+ 11.78% |
$586K - $597K
|
209K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
21.7KNew |
$579K - $589K
|
21.7K
$587K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 20.41% |
$524K - $534K
|
116K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.7K+ 18.89% |
$499K - $509K
|
118K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$466K - $475K
|
17.5K
$473K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
17.4KNew |
$464K - $472K
|
17.4K
$470K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$423K - $430K
|
15.9K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
15.6K+ 34.51% |
$416K - $423K
|
60.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 62.68% |
$412K - $420K
|
40.2K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 25618.33% |
$409K - $417K
|
15.4K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.1KNew |
$376K - $383K
|
14.1K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
13.7K+ 150.52% |
$366K - $373K
|
22.9K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
13.1K+ 1.18% |
$349K - $356K
|
1.13M
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 33.3% |
$340K - $346K
|
51K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4K+ 106.73% |
$330K - $336K
|
24K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
11.7K+ 5.78% |
$311K - $317K
|
214K
$5.77M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11.6K+ 10.71% |
$310K - $316K
|
120K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 59.59% |
$287K - $292K
|
28.8K
$778K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$273K - $278K
|
10.2K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.99K+ 25.2% |
$266K - $271K
|
49.6K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.59KNew |
$255K - $260K
|
9.59K
$259K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.77KNew |
$234K - $238K
|
8.77K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.17K+ 19.67% |
$218K - $222K
|
49.7K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.88K+ 3.47% |
$210K - $214K
|
235K
$6.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.75K+ 69.91% |
$206K - $210K
|
18.8K
$508K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.63K+ 10.34% |
$203K - $207K
|
81.4K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.55K+ 5.33% |
$201K - $205K
|
149K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.42K+ 26.51% |
$198K - $201K
|
35.4K
$956K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.48K+ 9.11% |
$173K - $176K
|
77.7K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
6.45K+ 10.03% |
$172K - $175K
|
70.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.25K+ 4.26% |
$140K - $142K
|
128K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.01K+ 20.62% |
$134K - $136K
|
29.3K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.52K+ 10.05% |
$120K - $123K
|
49.5K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.49K+ 51.2% |
$120K - $122K
|
13.3K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.22K+ 13.82% |
$112K - $114K
|
34.7K
$938K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.86K+ 7.66% |
$103K - $105K
|
54.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.84K+ 8.24% |
$102K - $104K
|
50.4K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 70.05% |
$100K - $102K
|
9.12K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 10.85% |
$88.6K - $90.3K
|
34K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 1.93% |
$87.2K - $88.9K
|
173K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.76K+ 1.01% |
$73.5K - $74.9K
|
277K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 32.34% |
$69.4K - $70.7K
|
10.7K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.44K+ 24.78% |
$65.1K - $66.3K
|
12.3K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.43K+ 16.67% |
$64.7K - $66K
|
17K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.26K+ 3.21% |
$60.1K - $61.2K
|
72.6K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19KNew |
$58.4K - $59.5K
|
2.19K
$59.2K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.05KNew |
$54.7K - $55.7K
|
2.05K
$55.4K
|