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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.22% |
$26 - $27.4
|
453
$12.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-74.7K- 61.67% |
$1.94M - $1.99M
|
46.5K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-73.4K- 10.81% |
$1.91M - $1.96M
|
606K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-38.7K- 74.12% |
$1.01M - $1.03M
|
13.5K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-15.2K- 59.14% |
$396K - $407K
|
10.5K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.85K- 98.85% |
$178K - $183K
|
80
$2.17K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 16.67% |
$104K - $107K
|
20K
$541K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 2.56% |
$101K - $104K
|
148K
$4.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.79K- 96.04% |
$72.5K - $74.4K
|
115
$3.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83K- 11.19% |
$47.5K - $48.7K
|
14.5K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.4K- 49.61% |
$36.3K - $37.3K
|
1.42K
$38.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-238- 2.1% |
$6.19K - $6.35K
|
11.1K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.31% |
$2.6K - $2.67K
|
32.4K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 70.83% |
$1.33K - $1.36K
|
21
$568
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-903K- 99.0% |
$23.6M - $24.3M
|
9.12K
$247K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-433K- 90.97% |
$11.3M - $11.6M
|
42.9K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-26.6K- 76.25% |
$696K - $715K
|
8.28K
$224K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13K- 91.14% |
$339K - $349K
|
1.26K
$34.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.63K- 2.68% |
$121K - $124K
|
168K
$4.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.06K- 51.64% |
$79.9K - $82.1K
|
2.86K
$77.4K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.58K- 13.96% |
$67.6K - $69.4K
|
15.9K
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-555- 5.08% |
$14.5K - $14.9K
|
10.4K
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-207- 80.86% |
$5.42K - $5.56K
|
49
$1.33K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.65% |
$1.86K - $1.91K
|
10.8K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 96.43% |
$707 - $726
|
1
$27.1
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-10- 0.1% |
$262 - $269
|
10.1K
$275K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-271K- 98.54% |
$6.54M - $7.18M
|
4K
$108K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-182K- 18.54% |
$4.4M - $4.83M
|
800K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-44.7K- 80.45% |
$1.08M - $1.18M
|
10.9K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19.3K- 67.4% |
$466K - $512K
|
9.34K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-1.84K- 13.33% |
$44.4K - $48.7K
|
11.9K
$323K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-400- 4.14% |
$9.66K - $10.6K
|
9.26K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-90- 1.48% |
$2.17K - $2.39K
|
5.97K
$162K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-74.6K- 89.57% |
$1.85M - $1.91M
|
8.69K
$235K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-27.6K- 67.2% |
$684K - $705K
|
13.5K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-23.4K- 68.14% |
$580K - $597K
|
10.9K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-22.4K- 99.23% |
$554K - $571K
|
174
$4.71K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.3KClosed |
$503K - $518K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.84K- 99.79% |
$120K - $124K
|
10
$271
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 10.95% |
$64.8K - $66.8K
|
21.3K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 17.76% |
$50.2K - $51.7K
|
9.38K
$254K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.2KClosed |
$29.8K - $30.7K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-407- 95.76% |
$10.1K - $10.4K
|
18
$487
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-375- 4.29% |
$9.29K - $9.58K
|
8.37K
$227K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 37.5% |
$595 - $613
|
40
$1.08K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21K- 30.37% |
$517K - $532K
|
48.1K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.5K- 46.76% |
$408K - $420K
|
18.8K
$510K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-15.4K- 56.09% |
$380K - $391K
|
12.1K
$327K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.45K- 21.94% |
$134K - $138K
|
19.4K
$525K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.57K- 24.69% |
$113K - $116K
|
13.9K
$377K
|
|