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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.2KNew |
$266K - $273K
|
10.2K
$277K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.35KNew |
$243K - $249K
|
9.35K
$252K
|
|
|
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 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
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
302New |
$7.86K - $8.06K
|
302
$8.16K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
202KNew |
$5.28M - $5.43M
|
202K
$5.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
83.8K+ 129.49% |
$2.19M - $2.25M
|
149K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.4K+ 18.47% |
$1.9M - $1.95M
|
465K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
56.4K+ 9.18% |
$1.48M - $1.52M
|
670K
$18.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
36.4K+ 48.23% |
$952K - $978K
|
112K
$3.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
31.2KNew |
$816K - $838K
|
31.2K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4KNew |
$718K - $737K
|
27.4K
$741K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
21.2KNew |
$554K - $569K
|
21.2K
$572K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.7KNew |
$358K - $368K
|
13.7K
$370K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$323K - $332K
|
12.3K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.16K+ 24.68% |
$214K - $219K
|
41.2K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.69KNew |
$201K - $207K
|
7.69K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.9KNew |
$75.9K - $78K
|
2.9K
$78.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 13.4% |
$35K - $35.9K
|
11.3K
$305K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
731+ 9.08% |
$19.1K - $19.6K
|
8.79K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
367+ 941.03% |
$9.6K - $9.86K
|
406
$11K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
317New |
$8.3K - $8.52K
|
317
$8.56K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$1.81K - $1.85K
|
69
$1.86K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10+ 0.12% |
$262 - $269
|
8.31K
$224K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19KNew |
$459K - $504K
|
19K
$513K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13KNew |
$315K - $346K
|
13K
$352K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
11.6KNew |
$279K - $307K
|
11.6K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.4KNew |
$275K - $302K
|
11.4K
$308K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.5K+ 125.48% |
$254K - $278K
|
18.9K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4KNew |
$251K - $276K
|
10.4K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.28KNew |
$224K - $246K
|
9.28K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.21KNew |
$198K - $218K
|
8.21K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.65KNew |
$137K - $150K
|
5.65K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.13KNew |
$27.3K - $29.9K
|
1.13K
$30.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
438New |
$10.6K - $11.6K
|
438
$11.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
352New |
$8.5K - $9.34K
|
352
$9.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
282New |
$6.81K - $7.48K
|
282
$7.62K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
279New |
$6.74K - $7.4K
|
279
$7.54K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
224New |
$5.41K - $5.94K
|
224
$6.05K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
214New |
$5.17K - $5.68K
|
214
$5.78K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
205New |
$4.95K - $5.44K
|
205
$5.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.3% |
$72.5 - $79.6
|
988
$26.7K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
63.8KNew |
$1.58M - $1.63M
|
63.8K
$1.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
48.4KNew |
$1.2M - $1.24M
|
48.4K
$1.31M
|
|