Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-572K- 97.64% |
$14.5M - $15.5M
|
13.9K
$374K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.93K- 16.5% |
$175K - $187K
|
35.1K
$948K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.4K- 21.56% |
$60.6K - $64.8K
|
8.73K
$236K
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.2K- 7.12% |
$55.6K - $59.4K
|
28.7K
$775K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-822- 2.93% |
$20.8K - $22.2K
|
27.2K
$734K
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$50.5 - $54
|
19K
$514K
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-670K- 47.16% |
$17.9M - $18.2M
|
751K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-82.1K- 71.8% |
$2.19M - $2.23M
|
32.2K
$871K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52K- 34.54% |
$1.38M - $1.41M
|
98.5K
$2.66M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-49.7K- 29.08% |
$1.32M - $1.35M
|
121K
$3.27M
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-42.2K- 15.06% |
$1.12M - $1.14M
|
238K
$6.43M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39.9K- 53.25% |
$1.06M - $1.08M
|
35K
$946K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-38.9K- 38.39% |
$1.04M - $1.05M
|
62.4K
$1.68M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.4K- 12.59% |
$570K - $580K
|
148K
$4.01M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.2KClosed |
$565K - $576K
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.4K- 81.65% |
$491K - $500K
|
4.14K
$112K
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-15.2K- 5.5% |
$404K - $412K
|
261K
$7.05M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.3K- 40.85% |
$380K - $387K
|
20.6K
$558K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.9K- 34.12% |
$343K - $350K
|
24.9K
$672K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12K- 10.85% |
$319K - $325K
|
98.5K
$2.66M
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 27.18% |
$313K - $319K
|
31.5K
$850K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.1K- 56.99% |
$295K - $301K
|
8.37K
$226K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.18K- 28.3% |
$191K - $195K
|
18.2K
$492K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 5.99% |
$182K - $185K
|
107K
$2.89M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.82K- 41.06% |
$155K - $158K
|
8.36K
$226K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.17K- 10.39% |
$138K - $140K
|
44.6K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.01K- 15.74% |
$133K - $136K
|
26.8K
$724K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.97K- 26.84% |
$132K - $135K
|
13.5K
$366K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.86K- 56.98% |
$130K - $132K
|
3.67K
$99.2K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-4.4K- 3.34% |
$117K - $119K
|
128K
$3.45M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.18K- 7.62% |
$111K - $113K
|
50.6K
$1.37M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.13K- 3.72% |
$110K - $112K
|
107K
$2.89M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.93K- 13.08% |
$105K - $107K
|
26.1K
$705K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.9K- 17.33% |
$104K - $106K
|
18.6K
$503K
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.81K- 3.28% |
$74.9K - $76.3K
|
82.9K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.57K- 4.5% |
$68.5K - $69.8K
|
54.7K
$1.48M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 21.32% |
$68.1K - $69.4K
|
9.44K
$255K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.46K- 6.69% |
$65.5K - $66.7K
|
34.3K
$927K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.45K- 20.91% |
$65.3K - $66.5K
|
9.27K
$250K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.3K- 8.65% |
$61.2K - $62.3K
|
24.2K
$655K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.85K- 6.6% |
$49.3K - $50.2K
|
26.2K
$707K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.76K- 75.74% |
$47K - $47.9K
|
565
$15.3K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 11.66% |
$35K - $35.6K
|
9.95K
$269K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.21K- 6.42% |
$32.2K - $32.8K
|
17.6K
$476K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-985- 0.45% |
$26.2K - $26.7K
|
217K
$5.86M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-837- 30.22% |
$22.3K - $22.7K
|
1.93K
$52.2K
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-684- 1.01% |
$18.2K - $18.6K
|
67.3K
$1.82M
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-634- 3.54% |
$16.9K - $17.2K
|
17.3K
$466K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-605- 66.92% |
$16.1K - $16.4K
|
299
$8.08K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-436- 66.26% |
$11.6K - $11.8K
|
222
$6K
|