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 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
228New |
$5.65K - $5.82K
|
228
$6.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$2.48K - $2.55K
|
100
$2.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$248 - $255
|
10
$270
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 1.75% |
$49.6 - $51.1
|
116
$3.13K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
2.43MNew |
$59.8M - $61.6M
|
2.43M
$65.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
178K+ 1081.4% |
$4.39M - $4.52M
|
195K
$5.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15.4KNew |
$380K - $391K
|
15.4K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2KNew |
$324K - $334K
|
13.2K
$355K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
12.5K+ 113.09% |
$309K - $318K
|
23.6K
$637K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
12.3KNew |
$303K - $312K
|
12.3K
$333K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12KNew |
$297K - $305K
|
12K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.3K+ 14.74% |
$130K - $134K
|
41.2K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.25K+ 6.12% |
$80.2K - $82.5K
|
56.4K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.13K+ 19.2% |
$77.2K - $79.5K
|
19.4K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.08K+ 8.73% |
$75.9K - $78.1K
|
38.4K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.58K+ 7.83% |
$63.6K - $65.5K
|
35.5K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.78K+ 4.53% |
$43.9K - $45.2K
|
41.1K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.68K+ 4.74% |
$41.4K - $42.7K
|
37.2K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
998+ 2.35% |
$24.6K - $25.3K
|
43.6K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
889+ 1.9% |
$21.9K - $22.6K
|
47.7K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
815New |
$20.1K - $20.7K
|
815
$22K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
639+ 2.33% |
$15.7K - $16.2K
|
28.1K
$758K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
637New |
$15.7K - $16.2K
|
637
$17.2K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
603+ 3.12% |
$14.9K - $15.3K
|
19.9K
$538K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
463+ 3.26% |
$11.4K - $11.7K
|
14.6K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
455+ 4.28% |
$11.2K - $11.5K
|
11.1K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
367New |
$9.04K - $9.31K
|
367
$9.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
367+ 4.33% |
$9.04K - $9.31K
|
8.85K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
315+ 3.14% |
$7.76K - $7.99K
|
10.3K
$279K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
311+ 2.66% |
$7.66K - $7.89K
|
12K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260+ 23.83% |
$6.41K - $6.6K
|
1.35K
$36.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
250+ 2.28% |
$6.16K - $6.34K
|
11.2K
$303K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
229+ 0.97% |
$5.64K - $5.81K
|
23.7K
$641K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
201+ 2.4% |
$4.95K - $5.1K
|
8.57K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
142New |
$3.5K - $3.6K
|
142
$3.84K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
85New |
$2.09K - $2.16K
|
85
$2.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49New |
$1.21K - $1.24K
|
49
$1.32K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
47New |
$1.16K - $1.19K
|
47
$1.27K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
38New |
$936 - $964
|
38
$1.03K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.01% |
$24.6 - $25.4
|
13.6K
$368K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
494KNew |
$12.1M - $12.7M
|
494K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
305KNew |
$7.48M - $7.86M
|
305K
$8.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
48K+ 160.0% |
$1.18M - $1.24M
|
78K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.2KNew |
$1.11M - $1.17M
|
45.2K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
35.5KNew |
$872K - $916K
|
35.5K
$960K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.8K+ 52.04% |
$460K - $483K
|
54.8K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
17.9KNew |
$440K - $462K
|
17.9K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$276K - $290K
|
11.3K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.45KNew |
$207K - $218K
|
8.45K
$228K
|
|