Purchases and Sales Made in Q1 2023 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q1 2023. 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
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
977
+ 1.49%
$24K - $25.2K
66.8K $1.8M
Apr 28, 2023 Q1 2023
Keystone Financial Services

BUY
 -
947
+ 3.57%
$23.2K - $24.4K
27.4K $741K
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
929
+ 2.3%
$22.8K - $23.9K
41.3K $1.12M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
772
+ 151.37%
$18.9K - $19.9K
1.28K $34.6K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
708
+ 2.31%
$17.4K - $18.2K
31.4K $848K
May 12, 2023 Q1 2023
Insight Wealth Partners, LLC

BUY
 -
703
+ 0.61%
$17.2K - $18.1K
116K $3.13M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
641
+ 2.51%
$15.7K - $16.5K
26.2K $707K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
614
+ 1.22%
$15.1K - $15.8K
51K $1.38M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
601
+ 2404.0%
$14.7K - $15.5K
626 $16.9K
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
565
+ 5.5%
$13.9K - $14.6K
10.8K $293K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
495
+ 7.89%
$12.1K - $12.8K
6.77K $183K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
489
New
$12K - $12.6K
489 $13.2K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
439
+ 6.82%
$10.8K - $11.3K
6.88K $186K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
308
+ 2.34%
$7.56K - $7.93K
13.4K $363K
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
186
+ 0.89%
$4.56K - $4.79K
21K $568K
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
165
+ 0.22%
$4.05K - $4.25K
76K $2.05M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
129
+ 614.29%
$3.16K - $3.32K
150 $4.05K
May 11, 2023 Q1 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
121
+ 0.89%
$2.97K - $3.12K
13.8K $371K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
111
+ 1.34%
$2.72K - $2.86K
8.37K $226K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
108
New
$2.65K - $2.78K
108 $2.92K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
107
+ 3.74%
$2.62K - $2.76K
2.97K $80.2K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
103
+ 1.74%
$2.53K - $2.65K
6.02K $163K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
89
+ 27.73%
$2.18K - $2.29K
410 $11.1K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
67
+ 37.43%
$1.64K - $1.73K
246 $6.64K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
64
New
$1.57K - $1.65K
64 $1.73K
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
49
New
$1.2K - $1.26K
49 $1.32K
May 02, 2023 Q1 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
48
+ 0.11%
$1.18K - $1.24K
44.2K $1.19M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
33
+ 0.97%
$809 - $850
3.43K $92.8K
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
25
+ 0.11%
$613 - $644
22.6K $611K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
18
+ 0.06%
$442 - $464
29.2K $788K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
17
New
$417 - $438
17 $459
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
15
New
$368 - $386
15 $405
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
14
New
$343 - $361
14 $378
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
6
+ 0.05%
$147 - $155
12.9K $349K
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
4
+ 400.0%
$98.1 - $103
5 $135
May 04, 2023 Q1 2023
Washington Trust CO

BUY
 -
0
New
$0 - $0
0 $0
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

SELL
 -
-1
- -0.0%
$24.5 - $25.8
46.8K $1.26M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-4
- 0.35%
$98.1 - $103
1.15K $31K
Apr 04, 2023 Q1 2023
Bank Of New Hampshire

SELL
 -
-16
- 0.07%
$392 - $412
24.3K $657K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

SELL
 -
-26
- 1.61%
$638 - $670
1.59K $42.8K
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-68
- 1.48%
$1.67K - $1.75K
4.52K $122K
May 11, 2023 Q1 2023
True Private Wealth Advisors

SELL
 -
-110
- 0.97%
$2.7K - $2.83K
11.3K $304K
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
SELL
 -
-120
- 1.2%
$2.94K - $3.09K
9.84K $266K
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

SELL
 -
-128
- 1.81%
$3.14K - $3.3K
6.93K $187K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-172
- 26.42%
$4.22K - $4.43K
479 $12.9K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-200
- 3.77%
$4.91K - $5.15K
5.1K $138K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-230
- 1.57%
$5.64K - $5.92K
14.4K $390K
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
SELL
 -
-239
- 2.52%
$5.86K - $6.16K
9.26K $250K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-288
- 3.18%
$7.06K - $7.42K
8.76K $236K

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