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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.6K- 6.33% |
$946K - $973K
|
527K
$14.2M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17K- 32.36% |
$452K - $465K
|
35.6K
$961K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 9.97% |
$283K - $292K
|
96.3K
$2.6M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.8K- 38.23% |
$127K - $131K
|
7.75K
$209K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.76K- 5.53% |
$99.9K - $103K
|
64.3K
$1.74M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.21K- 2.38% |
$85.3K - $87.8K
|
132K
$3.56M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-603- 3.01% |
$16K - $16.5K
|
19.5K
$525K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-601- 2.6% |
$16K - $16.4K
|
22.5K
$607K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-374- 1.44% |
$9.93K - $10.2K
|
25.7K
$693K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 20.81% |
$2.6K - $2.68K
|
373
$10.1K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$159 - $164
|
24.4K
$660K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-948K- 26.09% |
$24.7M - $26M
|
2.69M
$72.5M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-472K- 98.23% |
$12.3M - $12.9M
|
8.52K
$230K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-163K- 6.68% |
$4.24M - $4.47M
|
2.28M
$61.4M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-139K- 47.32% |
$3.63M - $3.82M
|
155K
$4.19M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-112K- 40.78% |
$2.92M - $3.07M
|
163K
$4.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 13.52% |
$2.67M - $2.82M
|
658K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-97K- 75.48% |
$2.52M - $2.66M
|
31.5K
$850K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.8K- 24.31% |
$2.21M - $2.33M
|
264K
$7.13M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-59.8K- 21.54% |
$1.56M - $1.64M
|
218K
$5.88M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.9K- 18.05% |
$1.38M - $1.45M
|
240K
$6.48M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-45.8K- 13.2% |
$1.19M - $1.26M
|
301K
$8.13M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.4K- 19.35% |
$1.13M - $1.19M
|
181K
$4.89M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-42.1K- 16.29% |
$1.09M - $1.15M
|
216K
$5.84M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40.5K- 32.97% |
$1.05M - $1.11M
|
82.4K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.2K- 4.24% |
$968K - $1.02M
|
841K
$22.7M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.6K- 0.54% |
$769K - $810K
|
5.43M
$146M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.5K- 29.08% |
$559K - $589K
|
52.4K
$1.42M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19K- 47.83% |
$495K - $522K
|
20.8K
$560K
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-15.8K- 21.09% |
$410K - $432K
|
59K
$1.59M
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-14.3K- 45.95% |
$372K - $392K
|
16.8K
$455K
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-12.6K- 27.27% |
$328K - $345K
|
33.6K
$907K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 20.87% |
$314K - $331K
|
45.8K
$1.24M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-11.2K- 56.14% |
$291K - $307K
|
8.75K
$236K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.8K- 59.78% |
$281K - $296K
|
7.26K
$196K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10K- 32.43% |
$261K - $275K
|
20.9K
$565K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.55K- 4.35% |
$248K - $262K
|
210K
$5.67M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.34K- 49.35% |
$243K - $256K
|
9.59K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.8K- 35.28% |
$229K - $241K
|
16.2K
$436K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.45K- 48.42% |
$220K - $232K
|
9.01K
$243K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-8.39K- 51.11% |
$218K - $230K
|
8.03K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.54K- 16.75% |
$170K - $179K
|
32.5K
$877K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 37.79% |
$166K - $175K
|
10.5K
$284K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.2K- 12.4% |
$161K - $170K
|
43.8K
$1.18M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.71K- 4.59% |
$148K - $156K
|
119K
$3.2M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.35K- 11.62% |
$139K - $147K
|
40.6K
$1.1M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.12K- 6.97% |
$133K - $140K
|
68.4K
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.93K- 10.15% |
$128K - $135K
|
43.7K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.84K- 24.41% |
$126K - $133K
|
15K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.18K- 3.63% |
$109K - $115K
|
111K
$3M
|