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 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-46.5K- 73.13% |
$1.1M - $1.17M
|
17.1K
$462K
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-22.6K- 68.33% |
$535K - $570K
|
10.5K
$283K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-14.2K- 10.87% |
$336K - $357K
|
116K
$3.14M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 56.14% |
$287K - $305K
|
9.45K
$255K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.6K- 55.22% |
$251K - $267K
|
8.59K
$232K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 22.29% |
$239K - $254K
|
35.2K
$950K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9KClosed |
$213K - $227K
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.97K- 4.14% |
$141K - $151K
|
138K
$3.73M
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-5.9K- 26.65% |
$140K - $149K
|
16.2K
$438K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.77K- 5.83% |
$137K - $146K
|
93.2K
$2.52M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.7K- 26.2% |
$87.6K - $93.2K
|
10.4K
$281K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.2K- 8.16% |
$52.2K - $55.6K
|
24.8K
$669K
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.35K- 5.43% |
$31.9K - $33.9K
|
23.5K
$634K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.04KClosed |
$24.7K - $26.3K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-857- 4.73% |
$20.3K - $21.6K
|
17.3K
$467K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-649- 53.55% |
$15.4K - $16.4K
|
563
$15.2K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-526- 2.3% |
$12.5K - $13.3K
|
22.3K
$603K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-248- 6.42% |
$5.88K - $6.25K
|
3.61K
$97.6K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-189- 59.62% |
$4.48K - $4.77K
|
128
$3.46K
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-63.9K- 54.35% |
$1.53M - $1.67M
|
53.7K
$1.45M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-62.5K- 59.57% |
$1.49M - $1.63M
|
42.4K
$1.15M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-19.2K- 40.83% |
$459K - $501K
|
27.8K
$751K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.6KClosed |
$397K - $433K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-12.1K- 22.46% |
$289K - $315K
|
41.7K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.8K- 49.14% |
$281K - $307K
|
12.2K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.8K- 41.06% |
$281K - $307K
|
16.9K
$456K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.81K- 38.39% |
$210K - $230K
|
14.1K
$382K
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.64K- 44.03% |
$159K - $173K
|
8.44K
$228K
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.37K- 3.7% |
$128K - $140K
|
140K
$3.77M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.72K- 13.74% |
$113K - $123K
|
29.6K
$799K
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.8K- 20.48% |
$90.7K - $99.1K
|
14.7K
$398K
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.7K- 4.72% |
$88.5K - $96.6K
|
74.7K
$2.02M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.08K- 11.32% |
$73.6K - $80.4K
|
24.1K
$652K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.69KClosed |
$64.2K - $70.1K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.5K- 38.87% |
$59.7K - $65.1K
|
3.93K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.91K- 41.62% |
$45.6K - $49.8K
|
2.68K
$72.3K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.77K- 16.93% |
$42.4K - $46.2K
|
8.69K
$235K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 20.43% |
$29.1K - $31.7K
|
4.74K
$128K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-982- 4.65% |
$23.5K - $25.6K
|
20.1K
$544K
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-318- 99.07% |
$7.6K - $8.3K
|
3
$81
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-66Closed |
$1.58K - $1.72K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.22MClosed |
$29.6M - $33.9M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-480K- 54.55% |
$11.7M - $13.4M
|
400K
$10.8M
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-382KClosed |
$9.28M - $10.6M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-346KClosed |
$8.41M - $9.63M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-116KClosed |
$2.82M - $3.23M
|
0
$0
|
|
May 19, 2025
Q2 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-113KClosed |
$2.76M - $3.16M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-50.4K- 46.99% |
$1.23M - $1.4M
|
56.9K
$1.54M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-44.9KClosed |
$1.09M - $1.25M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-39KClosed |
$950K - $1.09M
|
0
$0
|