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 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.46KNew |
$109K - $115K
|
4.46K
$120K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.53K+ 9.41% |
$62K - $65.1K
|
29.4K
$794K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
772+ 151.37% |
$18.9K - $19.9K
|
1.28K
$34.6K
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
186+ 0.89% |
$4.56K - $4.79K
|
21K
$568K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67+ 37.43% |
$1.64K - $1.73K
|
246
$6.64K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49New |
$1.2K - $1.26K
|
49
$1.32K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
14New |
$343 - $361
|
14
$378
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.05% |
$147 - $155
|
12.9K
$349K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4+ 400.0% |
$98.1 - $103
|
5
$135
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
47.2K+ 1.88% |
$1.12M - $1.19M
|
2.56M
$69.1M
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$637K - $678K
|
26.9K
$726K
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
22.1KNew |
$524K - $558K
|
22.1K
$598K
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
15K+ 74.45% |
$356K - $379K
|
35.2K
$951K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.47KNew |
$225K - $239K
|
9.47K
$256K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.46KNew |
$129K - $138K
|
5.46K
$148K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.3K+ 87.89% |
$126K - $134K
|
11.3K
$306K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.5KNew |
$83K - $88.3K
|
3.5K
$94.5K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
606New |
$14.4K - $15.3K
|
606
$16.4K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
130New |
$3.08K - $3.28K
|
130
$3.51K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89New |
$2.11K - $2.24K
|
89
$2.4K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
44New |
$1.04K - $1.11K
|
44
$1.19K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8New |
$190 - $202
|
8
$216
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
63.4KNew |
$1.52M - $1.65M
|
63.4K
$1.71M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.4KNew |
$296K - $324K
|
12.4K
$335K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.3KNew |
$271K - $296K
|
11.3K
$306K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.96KNew |
$214K - $234K
|
8.96K
$242K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$213K - $232K
|
8.9K
$240K
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.71KNew |
$208K - $227K
|
8.71K
$235K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.05KNew |
$49K - $53.5K
|
2.05K
$55.4K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.74K+ 4.0% |
$41.6K - $45.4K
|
45.2K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.66K+ 11.44% |
$39.6K - $43.3K
|
16.1K
$436K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
955+ 4.76% |
$22.8K - $24.9K
|
21K
$567K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
887+ 133.38% |
$21.2K - $23.2K
|
1.55K
$41.9K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
627New |
$15K - $16.4K
|
627
$16.9K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
506New |
$12.1K - $13.2K
|
506
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
348+ 0.37% |
$8.32K - $9.08K
|
94.1K
$2.54M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
250New |
$5.98K - $6.53K
|
250
$6.75K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
132+ 153.49% |
$3.15K - $3.45K
|
218
$5.89K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88New |
$2.1K - $2.3K
|
88
$2.38K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
26New |
$621 - $679
|
26
$702
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$95.6 - $104
|
1.15K
$31.1K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
68.4K+ 164.07% |
$1.66M - $1.91M
|
110K
$2.98M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
32.3KNew |
$786K - $901K
|
32.3K
$873K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.5K+ 20.27% |
$36.5K - $41.8K
|
8.9K
$240K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
810New |
$19.7K - $22.6K
|
810
$21.9K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
719New |
$17.5K - $20K
|
719
$19.4K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
178New |
$4.33K - $4.96K
|
178
$4.81K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
135New |
$3.28K - $3.76K
|
135
$3.65K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
92New |
$2.24K - $2.56K
|
92
$2.48K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
44New |
$1.07K - $1.23K
|
44
$1.19K
|