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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$466K - $475K
|
17.5K
$473K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
17.4KNew |
$464K - $472K
|
17.4K
$470K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$423K - $430K
|
15.9K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
15.6K+ 34.51% |
$416K - $423K
|
60.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 62.68% |
$412K - $420K
|
40.2K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.4KNew |
$410K - $417K
|
15.4K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 25618.33% |
$409K - $417K
|
15.4K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14.1KNew |
$376K - $383K
|
14.1K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
13.7K+ 150.52% |
$366K - $373K
|
22.9K
$617K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
13.4K+ 8.66% |
$358K - $365K
|
169K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
13.1K+ 1.18% |
$349K - $356K
|
1.13M
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 33.3% |
$340K - $346K
|
51K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4K+ 106.73% |
$330K - $336K
|
24K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
11.7K+ 5.78% |
$311K - $317K
|
214K
$5.77M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11.6K+ 10.71% |
$310K - $316K
|
120K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 59.59% |
$287K - $292K
|
28.8K
$778K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
10.6K+ 6.82% |
$284K - $289K
|
167K
$4.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$273K - $278K
|
10.2K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.99K+ 25.2% |
$266K - $271K
|
49.6K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.97K+ 69.89% |
$266K - $271K
|
24.2K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.59KNew |
$255K - $260K
|
9.59K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.92K+ 55.02% |
$238K - $242K
|
25.1K
$679K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.77KNew |
$234K - $238K
|
8.77K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.17K+ 19.67% |
$218K - $222K
|
49.7K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.88K+ 3.47% |
$210K - $214K
|
235K
$6.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.75K+ 69.91% |
$206K - $210K
|
18.8K
$508K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.63K+ 10.34% |
$203K - $207K
|
81.4K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.55K+ 5.33% |
$201K - $205K
|
149K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.42K+ 26.51% |
$198K - $201K
|
35.4K
$956K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.48K+ 9.11% |
$173K - $176K
|
77.7K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
6.45K+ 10.03% |
$172K - $175K
|
70.8K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 7.99% |
$144K - $147K
|
73.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.25K+ 4.26% |
$140K - $142K
|
128K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.01K+ 20.62% |
$134K - $136K
|
29.3K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.52K+ 10.05% |
$120K - $123K
|
49.5K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.49K+ 51.2% |
$120K - $122K
|
13.3K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.22K+ 13.82% |
$112K - $114K
|
34.7K
$938K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.86K+ 7.66% |
$103K - $105K
|
54.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.84K+ 8.24% |
$102K - $104K
|
50.4K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 70.05% |
$100K - $102K
|
9.12K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.73K+ 9.54% |
$99.3K - $101K
|
42.8K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.38K+ 4.89% |
$90.1K - $91.8K
|
72.6K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 10.85% |
$88.6K - $90.3K
|
34K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 1.93% |
$87.2K - $88.9K
|
173K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.76K+ 1.01% |
$73.5K - $74.9K
|
277K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 32.34% |
$69.4K - $70.7K
|
10.7K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.45K+ 26.43% |
$65.3K - $66.5K
|
11.7K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.44K+ 24.78% |
$65.1K - $66.3K
|
12.3K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.43K+ 16.67% |
$64.7K - $66K
|
17K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.39K+ 27.26% |
$63.5K - $64.7K
|
11.1K
$301K
|