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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.02KNew |
$53.7K - $54.7K
|
2.02K
$54.4K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.01K+ 2.13% |
$53.5K - $54.5K
|
96.2K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.99K+ 4.47% |
$53.1K - $54.1K
|
46.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.85K+ 46.25% |
$49.3K - $50.2K
|
5.85K
$158K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.73K+ 13.32% |
$46K - $46.9K
|
14.7K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.7K+ 2.14% |
$45.4K - $46.2K
|
81.4K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 4.78% |
$42.8K - $43.6K
|
35.2K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 4.25% |
$42.7K - $43.5K
|
39.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 1.66% |
$40.9K - $41.7K
|
94.1K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.28K+ 4.97% |
$34K - $34.6K
|
27K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.27K+ 10.53% |
$33.7K - $34.3K
|
13.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 8.17% |
$32.4K - $33K
|
16.1K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$32K - $32.6K
|
1.2K
$32.4K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.19K+ 2.56% |
$31.8K - $32.4K
|
47.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.15K+ 11.67% |
$30.6K - $31.2K
|
11K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1K+ 13.15% |
$26.7K - $27.2K
|
8.64K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
947+ 12.38% |
$25.2K - $25.7K
|
8.6K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
505New |
$13.5K - $13.7K
|
505
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
483+ 4.91% |
$12.9K - $13.1K
|
10.3K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
443+ 360.16% |
$11.8K - $12K
|
566
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
442+ 1.72% |
$11.8K - $12K
|
26.1K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
404+ 2.18% |
$10.8K - $11K
|
19K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
403+ 4.53% |
$10.7K - $10.9K
|
9.3K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
403+ 0.34% |
$10.7K - $10.9K
|
120K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
326+ 3.81% |
$8.68K - $8.85K
|
8.88K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
290+ 67.92% |
$7.73K - $7.87K
|
717
$19.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
224+ 2.47% |
$5.97K - $6.08K
|
9.28K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$5.33K - $5.43K
|
200
$5.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
188+ 250.67% |
$5.01K - $5.1K
|
263
$7.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 0.17% |
$4.48K - $4.56K
|
98.7K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
161New |
$4.29K - $4.37K
|
161
$4.35K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
160+ 1.55% |
$4.26K - $4.34K
|
10.5K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
150+ 0.65% |
$4K - $4.07K
|
23.3K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144New |
$3.84K - $3.91K
|
144
$3.89K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106+ 0.6% |
$2.82K - $2.88K
|
17.7K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 288.0% |
$1.92K - $1.95K
|
97
$2.62K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 0.36% |
$1.63K - $1.66K
|
17.2K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
59+ 2.96% |
$1.57K - $1.6K
|
2.05K
$55.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 160.0% |
$1.28K - $1.3K
|
78
$2.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 0.38% |
$986 - $1K
|
9.87K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31New |
$826 - $841
|
31
$837
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$693 - $706
|
26
$702
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12+ 0.98% |
$320 - $326
|
1.23K
$33.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12+ 0.11% |
$320 - $326
|
10.5K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.02% |
$213 - $217
|
44.2K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.08% |
$107 - $109
|
373
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 4.17% |
$26.6 - $27.1
|
25
$675
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
230KNew |
$6.11M - $6.29M
|
230K
$6.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
160KNew |
$4.25M - $4.37M
|
160K
$4.32M
|
|