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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
118KNew |
$3.13M - $3.22M
|
118K
$3.18M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 8.13% |
$535K - $551K
|
268K
$7.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 4.57% |
$393K - $404K
|
339K
$9.15M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11.4KNew |
$302K - $311K
|
11.4K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
11K+ 128.1% |
$293K - $302K
|
19.7K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
10.4KNew |
$275K - $283K
|
10.4K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.78K+ 118.52% |
$260K - $267K
|
18K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.29K+ 5.13% |
$247K - $254K
|
190K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.2K+ 23.59% |
$244K - $251K
|
48.2K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
9.09KNew |
$241K - $248K
|
9.09K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
8.95KNew |
$238K - $245K
|
8.95K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
7.5KNew |
$199K - $205K
|
7.5K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.04K+ 8.07% |
$54.1K - $55.7K
|
27.3K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
950New |
$25.2K - $26K
|
950
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
812New |
$21.6K - $22.2K
|
812
$21.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
716+ 62.86% |
$19K - $19.6K
|
1.86K
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
586+ 6.62% |
$15.6K - $16K
|
9.44K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73New |
$1.94K - $1.99K
|
73
$1.97K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33New |
$876 - $902
|
33
$891
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 6.33% |
$531 - $546
|
336
$9.08K
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2+ 1.8% |
$53.1 - $54.6
|
113
$3.05K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$26.6 - $27.3
|
1
$27
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
368K+ 39.78% |
$9.58M - $10.1M
|
1.29M
$35M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
123KNew |
$3.19M - $3.37M
|
123K
$3.32M
|
|
|
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 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31KNew |
$807K - $850K
|
31K
$838K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19KNew |
$493K - $520K
|
19K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.1K+ 12.34% |
$445K - $469K
|
156K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8K+ 106.0% |
$358K - $377K
|
26.7K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.44KNew |
$194K - $204K
|
7.44K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
6.65KNew |
$173K - $182K
|
6.65K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.41KNew |
$167K - $176K
|
6.41K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.87K+ 41.51% |
$127K - $133K
|
16.6K
$448K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3K+ 28.05% |
$78.1K - $82.3K
|
13.7K
$370K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.03K+ 26.63% |
$26.7K - $28.2K
|
4.89K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$13.5K - $14.2K
|
519
$14K
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
233+ 0.32% |
$6.06K - $6.39K
|
73.4K
$1.98M
|
|
|
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
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
72New |
$1.87K - $1.97K
|
72
$1.94K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Toews Corp
|
BUY
|
- |
265KNew |
$6.88M - $7.06M
|
265K
$7.14M
|
|
|
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
|
|