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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52K- 34.54% |
$1.38M - $1.41M
|
98.5K
$2.59M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-49.7K- 29.08% |
$1.32M - $1.35M
|
121K
$3.19M
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-42.2K- 15.06% |
$1.12M - $1.14M
|
238K
$6.25M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-38.9K- 38.39% |
$1.04M - $1.05M
|
62.4K
$1.64M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.4K- 81.65% |
$491K - $500K
|
4.14K
$109K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.3K- 40.85% |
$380K - $387K
|
20.6K
$542K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.9K- 34.12% |
$343K - $350K
|
24.9K
$653K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 27.18% |
$313K - $319K
|
31.5K
$827K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.1K- 56.99% |
$295K - $301K
|
8.37K
$220K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.82K- 41.06% |
$155K - $158K
|
8.36K
$220K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.97K- 26.84% |
$132K - $135K
|
13.5K
$356K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-4.4K- 3.34% |
$117K - $119K
|
128K
$3.35M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.18K- 7.62% |
$111K - $113K
|
50.6K
$1.33M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.13K- 3.72% |
$110K - $112K
|
107K
$2.81M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.9K- 17.33% |
$104K - $106K
|
18.6K
$489K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 21.32% |
$68.1K - $69.4K
|
9.44K
$248K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.45K- 20.91% |
$65.3K - $66.5K
|
9.27K
$244K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.85K- 6.6% |
$49.3K - $50.2K
|
26.2K
$688K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 3.59% |
$27.8K - $28.3K
|
28K
$736K
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-423- 0.46% |
$11.3K - $11.5K
|
91.2K
$2.4M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-400- 1.43% |
$10.7K - $10.9K
|
27.5K
$724K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-382- 3.77% |
$10.2K - $10.4K
|
9.76K
$256K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 2.23% |
$7.94K - $8.09K
|
13K
$343K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192- 50.0% |
$5.11K - $5.21K
|
192
$5.04K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 0.98% |
$2.74K - $2.8K
|
10.4K
$272K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.16% |
$2.13K - $2.17K
|
48.7K
$1.28M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 1.05% |
$1.47K - $1.49K
|
5.19K
$136K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 1.75% |
$26.6 - $27.1
|
56
$1.47K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173K- 26.24% |
$4.58M - $4.72M
|
485K
$12.7M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 63.13% |
$4.43M - $4.56M
|
97.4K
$2.56M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-136K- 87.87% |
$3.62M - $3.72M
|
18.8K
$494K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-134K- 72.93% |
$3.56M - $3.67M
|
49.8K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-123K- 99.95% |
$3.26M - $3.35M
|
60
$1.58K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-106K- 48.6% |
$2.81M - $2.89M
|
112K
$2.94M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.6K- 2.59% |
$1.85M - $1.9M
|
2.62M
$68.7M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-60.9K- 70.59% |
$1.62M - $1.66M
|
25.4K
$667K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-53.8K- 42.95% |
$1.43M - $1.47M
|
71.5K
$1.88M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 79.26% |
$818K - $842K
|
8.06K
$212K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.8K- 47.36% |
$660K - $679K
|
27.6K
$725K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.6K- 10.25% |
$654K - $673K
|
216K
$5.66M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.9K- 64.36% |
$555K - $571K
|
11.6K
$304K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.2K- 52.19% |
$431K - $443K
|
14.9K
$391K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12K- 60.0% |
$319K - $328K
|
8K
$210K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.4K- 48.52% |
$302K - $310K
|
12.1K
$317K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 52.94% |
$239K - $246K
|
8K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.49K- 50.61% |
$225K - $232K
|
8.28K
$218K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.09K- 11.92% |
$162K - $166K
|
45K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.8K- 1.2% |
$154K - $158K
|
478K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.45K- 67.72% |
$145K - $149K
|
2.6K
$68.2K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.39K- 12.33% |
$143K - $147K
|
38.3K
$1.01M
|