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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
776+ 3.28% |
$20.2K - $21.3K
|
24.4K
$660K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$13.5K - $14.2K
|
519
$14K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
497+ 3.36% |
$12.9K - $13.6K
|
15.3K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
415+ 2.15% |
$10.8K - $11.4K
|
19.7K
$533K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
390+ 1.54% |
$10.1K - $10.7K
|
25.8K
$696K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
342+ 240.85% |
$8.9K - $9.37K
|
484
$13.1K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
270+ 5.68% |
$7.02K - $7.4K
|
5.02K
$136K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
264+ 4.49% |
$6.87K - $7.24K
|
6.15K
$166K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
258+ 1.54% |
$6.71K - $7.07K
|
17K
$459K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
240+ 2.82% |
$6.24K - $6.58K
|
8.74K
$236K
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
233+ 0.32% |
$6.06K - $6.39K
|
73.4K
$1.98M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
209+ 653.13% |
$5.44K - $5.73K
|
241
$6.51K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 0.47% |
$4.32K - $4.55K
|
35.6K
$961K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
156+ 60.94% |
$4.06K - $4.28K
|
412
$11.1K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
139+ 0.22% |
$3.62K - $3.81K
|
64.1K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133+ 17.23% |
$3.46K - $3.65K
|
905
$24.4K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
132+ 1.44% |
$3.43K - $3.62K
|
9.29K
$251K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
107+ 1.22% |
$2.78K - $2.93K
|
8.89K
$240K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
104+ 20.08% |
$2.71K - $2.85K
|
622
$16.8K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 100.0% |
$2.6K - $2.74K
|
200
$5.4K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
94+ 9.03% |
$2.44K - $2.58K
|
1.14K
$30.7K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
76+ 0.59% |
$1.98K - $2.08K
|
13.1K
$353K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75+ 15.03% |
$1.95K - $2.06K
|
574
$15.5K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
72New |
$1.87K - $1.97K
|
72
$1.94K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
63+ 175.0% |
$1.64K - $1.73K
|
99
$2.67K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 7.17% |
$1.01K - $1.07K
|
583
$15.7K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.52% |
$442 - $466
|
1.14K
$30.8K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 0.81% |
$390 - $411
|
1.86K
$50.2K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
8+ 0.07% |
$208 - $219
|
12K
$324K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 3.74% |
$104 - $110
|
111
$3K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$78 - $82.2
|
3
$81
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Toews Corp
|
BUY
|
- |
265KNew |
$6.88M - $7.06M
|
265K
$7.14M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
177K+ 385.11% |
$4.59M - $4.71M
|
222K
$6.01M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
69.8KNew |
$1.82M - $1.86M
|
69.8K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
13.2KNew |
$345K - $353K
|
13.2K
$358K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$268K - $275K
|
10.3K
$278K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.35KNew |
$243K - $249K
|
9.35K
$252K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.23K+ 2.73% |
$240K - $246K
|
347K
$9.37M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.01KNew |
$208K - $214K
|
8.01K
$216K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.32KNew |
$86.3K - $88.5K
|
3.32K
$89.6K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 10.96% |
$67K - $68.7K
|
26.1K
$704K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.34K+ 3.27% |
$35K - $35.9K
|
42.4K
$1.15M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.29KNew |
$33.6K - $34.5K
|
1.29K
$34.9K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.13KNew |
$29.3K - $30.1K
|
1.13K
$30.5K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
977+ 13.01% |
$25.4K - $26.1K
|
8.49K
$229K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
630+ 3.74% |
$16.4K - $16.8K
|
17.5K
$472K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
513+ 19.56% |
$13.3K - $13.7K
|
3.14K
$84.7K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28New |
$728 - $747
|
28
$756
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22+ 1.72% |
$572 - $587
|
1.3K
$35.2K
|