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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.26K+ 3.21% |
$60.1K - $61.2K
|
72.6K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19KNew |
$58.4K - $59.5K
|
2.19K
$59.2K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.05KNew |
$54.7K - $55.7K
|
2.05K
$55.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.02KNew |
$53.7K - $54.7K
|
2.02K
$54.4K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.01K+ 2.13% |
$53.5K - $54.5K
|
96.2K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.99K+ 4.47% |
$53.1K - $54.1K
|
46.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.85K+ 46.25% |
$49.3K - $50.2K
|
5.85K
$158K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.73K+ 13.32% |
$46K - $46.9K
|
14.7K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.7K+ 2.14% |
$45.4K - $46.2K
|
81.4K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 4.78% |
$42.8K - $43.6K
|
35.2K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 4.25% |
$42.7K - $43.5K
|
39.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 1.66% |
$40.9K - $41.7K
|
94.1K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.49K+ 4.1% |
$39.8K - $40.5K
|
37.9K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.28K+ 4.97% |
$34K - $34.6K
|
27K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.27K+ 10.53% |
$33.7K - $34.3K
|
13.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 8.17% |
$32.4K - $33K
|
16.1K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 1.77% |
$32.2K - $32.8K
|
69.7K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$32K - $32.6K
|
1.2K
$32.4K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.19K+ 2.56% |
$31.8K - $32.4K
|
47.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.15K+ 11.67% |
$30.6K - $31.2K
|
11K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.05K+ 7.91% |
$28K - $28.5K
|
14.3K
$387K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1K+ 13.15% |
$26.7K - $27.2K
|
8.64K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
947+ 12.38% |
$25.2K - $25.7K
|
8.6K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
555+ 45.12% |
$14.8K - $15.1K
|
1.79K
$48.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
552+ 1.33% |
$14.7K - $15K
|
42K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
505New |
$13.5K - $13.7K
|
505
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
483+ 4.91% |
$12.9K - $13.1K
|
10.3K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
443+ 360.16% |
$11.8K - $12K
|
566
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
442+ 1.72% |
$11.8K - $12K
|
26.1K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
404+ 2.18% |
$10.8K - $11K
|
19K
$512K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
403+ 0.34% |
$10.7K - $10.9K
|
120K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
403+ 4.53% |
$10.7K - $10.9K
|
9.3K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
403+ 26.85% |
$10.7K - $10.9K
|
1.9K
$51.4K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
326+ 3.81% |
$8.68K - $8.85K
|
8.88K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
290+ 67.92% |
$7.73K - $7.87K
|
717
$19.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
224+ 2.47% |
$5.97K - $6.08K
|
9.28K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
194+ 102.11% |
$5.17K - $5.27K
|
384
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
188+ 250.67% |
$5.01K - $5.1K
|
263
$7.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 0.17% |
$4.48K - $4.56K
|
98.7K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
161New |
$4.29K - $4.37K
|
161
$4.35K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
160+ 1.55% |
$4.26K - $4.34K
|
10.5K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
150+ 0.65% |
$4K - $4.07K
|
23.3K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144New |
$3.84K - $3.91K
|
144
$3.89K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
117+ 0.48% |
$3.12K - $3.18K
|
24.6K
$663K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106+ 0.6% |
$2.82K - $2.88K
|
17.7K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 288.0% |
$1.92K - $1.95K
|
97
$2.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
66+ 2.7% |
$1.76K - $1.79K
|
2.51K
$67.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
61+ 0.36% |
$1.63K - $1.66K
|
17.2K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
59+ 2.96% |
$1.57K - $1.6K
|
2.05K
$55.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 160.0% |
$1.28K - $1.3K
|
78
$2.11K
|