Purchases and Sales Made in Q1 2022 in Ishares Tr Fallen Angels Usd B (FALN)
This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR FALLEN ANGELS USD B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
15.4KNew |
$416K - $459K
|
15.4K
$415K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9KNew |
$378K - $417K
|
13.9K
$377K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
13.6K+ 21.72% |
$369K - $408K
|
76.4K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
12.9K+ 6.5% |
$348K - $384K
|
211K
$5.69M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.8K+ 33.02% |
$320K - $354K
|
47.7K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.8KNew |
$320K - $353K
|
11.8K
$319K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
10.3KNew |
$278K - $307K
|
10.3K
$277K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.47KNew |
$256K - $283K
|
9.47K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.46K+ 31.37% |
$256K - $283K
|
39.6K
$1.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.7KNew |
$236K - $260K
|
8.7K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.43KNew |
$228K - $252K
|
8.43K
$228K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 89.01% |
$227K - $251K
|
17.8K
$481K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.23KNew |
$223K - $246K
|
8.23K
$222K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8KNew |
$216K - $239K
|
8K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.46K+ 6.41% |
$202K - $223K
|
124K
$3.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.36K+ 8.21% |
$199K - $220K
|
97.1K
$2.62M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.36K+ 29.7% |
$172K - $190K
|
27.8K
$750K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.57K+ 5.93% |
$151K - $166K
|
99.4K
$2.69M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.83K+ 22.52% |
$131K - $144K
|
26.3K
$709K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
4.74K+ 5.99% |
$128K - $142K
|
83.8K
$2.26M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.7K+ 21.43% |
$127K - $140K
|
26.6K
$719K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.52K+ 25.84% |
$122K - $135K
|
22K
$595K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.14K+ 7.65% |
$112K - $124K
|
58.3K
$1.57M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.96K+ 56.2% |
$107K - $119K
|
11K
$298K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
3.95K+ 9.65% |
$107K - $118K
|
44.9K
$1.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.65K+ 10.9% |
$98.7K - $109K
|
37.1K
$1M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
3.45K+ 3.05% |
$93.4K - $103K
|
116K
$3.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.07K+ 7.88% |
$83.2K - $91.9K
|
42.1K
$1.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
3K+ 15.79% |
$81.2K - $89.7K
|
22K
$594K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.83K+ 5.48% |
$76.6K - $84.6K
|
54.4K
$1.47M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.68K+ 17.69% |
$72.6K - $80.2K
|
17.8K
$482K
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.56K+ 0.75% |
$69.3K - $76.5K
|
346K
$9.34M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 50.88% |
$68.7K - $75.9K
|
7.52K
$203K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.49K+ 19.44% |
$67.3K - $74.3K
|
15.3K
$412K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.38K+ 2.25% |
$64.5K - $71.2K
|
108K
$2.92M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.36K+ 10.66% |
$63.8K - $70.5K
|
24.5K
$661K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 75.79% |
$61.7K - $68.1K
|
5.29K
$143K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.94K+ 5.11% |
$52.4K - $57.9K
|
39.8K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.86K+ 20.56% |
$50.5K - $55.7K
|
10.9K
$295K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.77K+ 1.32% |
$47.9K - $52.9K
|
135K
$3.66M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.76K+ 10.42% |
$47.6K - $52.5K
|
18.6K
$503K
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
1.74K+ 0.19% |
$47K - $51.9K
|
924K
$25M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.7K+ 9.46% |
$45.9K - $50.7K
|
19.6K
$530K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.65K+ 20.86% |
$44.7K - $49.3K
|
9.56K
$258K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 312.84% |
$40.9K - $45.2K
|
1.99K
$53.9K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.49KNew |
$40.4K - $44.7K
|
1.49K
$40.4K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44K+ 13.88% |
$38.9K - $43K
|
11.8K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.43K+ 1.6% |
$38.8K - $42.8K
|
91.1K
$2.46M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 6.86% |
$36.1K - $39.9K
|
20.8K
$562K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.33KNew |
$36.1K - $39.9K
|
1.33K
$36K
|