Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.26M+ 387.63% |
$60.3M - $61.4M
|
2.85M
$76.9M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2MNew |
$53.3M - $54.3M
|
2M
$54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
780K+ 14.35% |
$20.8M - $21.2M
|
6.21M
$168M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
571KNew |
$15.2M - $15.5M
|
571K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
567K+ 5.93% |
$15.1M - $15.4M
|
10.1M
$274M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
476K+ 29.89% |
$12.7M - $12.9M
|
2.07M
$55.9M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
446KNew |
$11.9M - $12.1M
|
446K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
444K+ 37.25% |
$11.8M - $12M
|
1.63M
$44.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
350K+ 16.22% |
$9.32M - $9.5M
|
2.51M
$67.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
326K+ 713.63% |
$8.7M - $8.86M
|
372K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207K+ 126.92% |
$5.52M - $5.62M
|
370K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 7.72% |
$5.38M - $5.48M
|
2.82M
$76.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 193.83% |
$5.03M - $5.12M
|
286K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
154KNew |
$4.09M - $4.17M
|
154K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
137KNew |
$3.65M - $3.72M
|
137K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130K+ 42.11% |
$3.46M - $3.53M
|
439K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
126K+ 16.29% |
$3.36M - $3.42M
|
900K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105K+ 93.32% |
$2.78M - $2.84M
|
217K
$5.85M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
101K+ 367.14% |
$2.7M - $2.75M
|
129K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
98.3K+ 10.03% |
$2.62M - $2.67M
|
1.08M
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.5K+ 4.06% |
$2.14M - $2.19M
|
2.06M
$55.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.6K+ 32.27% |
$1.96M - $2M
|
302K
$8.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73.4KNew |
$1.96M - $1.99M
|
73.4K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72KNew |
$1.92M - $1.95M
|
72K
$1.94M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
70.6KNew |
$1.88M - $1.92M
|
70.6K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
64KNew |
$1.71M - $1.74M
|
64K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
60.2KNew |
$1.6M - $1.63M
|
60.2K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
58.6K+ 11.11% |
$1.56M - $1.59M
|
586K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.5K+ 8.06% |
$1.29M - $1.32M
|
650K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.4K+ 9.76% |
$1.26M - $1.29M
|
533K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
46.6K+ 9.5% |
$1.24M - $1.27M
|
537K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.9K+ 83.83% |
$1.22M - $1.25M
|
101K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
42.9K+ 3.55% |
$1.14M - $1.16M
|
1.25M
$33.7M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
41.2K+ 40.78% |
$1.1M - $1.12M
|
142K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
37.4K+ 265.4% |
$997K - $1.02M
|
51.6K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.6K+ 162.74% |
$976K - $994K
|
59.2K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33.1KNew |
$881K - $897K
|
33.1K
$893K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.4K+ 15.01% |
$862K - $878K
|
248K
$6.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.8KNew |
$820K - $836K
|
30.8K
$832K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
30.7K+ 32.83% |
$818K - $833K
|
124K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
28.4K+ 8.88% |
$756K - $770K
|
348K
$9.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.4K+ 16.48% |
$731K - $745K
|
194K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 61.48% |
$730K - $744K
|
72K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
24.3KNew |
$648K - $660K
|
24.3K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2K+ 4.65% |
$591K - $602K
|
500K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22K+ 11.78% |
$586K - $597K
|
209K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
21.7KNew |
$579K - $589K
|
21.7K
$587K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 20.41% |
$524K - $534K
|
116K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.7K+ 18.89% |
$499K - $509K
|
118K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
18.3K+ 11.14% |
$488K - $498K
|
183K
$4.94M
|