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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 0.38% |
$986 - $1K
|
9.87K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31New |
$826 - $841
|
31
$837
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$693 - $706
|
26
$702
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12+ 0.98% |
$320 - $326
|
1.23K
$33.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12+ 0.11% |
$320 - $326
|
10.5K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.69% |
$266 - $271
|
602
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.02% |
$213 - $217
|
44.2K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.08% |
$107 - $109
|
373
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 4.17% |
$26.6 - $27.1
|
25
$675
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 1.75% |
$26.6 - $27.1
|
56
$1.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 1.05% |
$1.47K - $1.49K
|
5.19K
$140K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61- 0.14% |
$1.63K - $1.66K
|
42.7K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-70- 0.71% |
$1.86K - $1.9K
|
9.84K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-72- 5.74% |
$1.92K - $1.95K
|
1.18K
$32K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.16% |
$2.13K - $2.17K
|
48.7K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-85- 0.9% |
$2.26K - $2.31K
|
9.31K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-89- 14.13% |
$2.37K - $2.42K
|
541
$14.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 0.98% |
$2.74K - $2.8K
|
10.4K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-121- 96.8% |
$3.22K - $3.28K
|
4
$108
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-123- 1.09% |
$3.28K - $3.34K
|
11.1K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-141- 1.66% |
$3.76K - $3.83K
|
8.37K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-146- 1.76% |
$3.89K - $3.96K
|
8.13K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174- 2.08% |
$4.64K - $4.72K
|
8.2K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192- 50.0% |
$5.11K - $5.21K
|
192
$5.19K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 0.33% |
$6.55K - $6.68K
|
73.2K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 2.23% |
$7.94K - $8.09K
|
13K
$352K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-321- 0.9% |
$8.55K - $8.71K
|
35.3K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-336- 2.42% |
$8.95K - $9.12K
|
13.6K
$367K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-382- 3.77% |
$10.2K - $10.4K
|
9.76K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-400- 1.43% |
$10.7K - $10.9K
|
27.5K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-421- 16.22% |
$11.2K - $11.4K
|
2.18K
$58.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-423- 0.46% |
$11.3K - $11.5K
|
91.2K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-436- 66.26% |
$11.6K - $11.8K
|
222
$6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-605- 66.92% |
$16.1K - $16.4K
|
299
$8.08K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-634- 3.54% |
$16.9K - $17.2K
|
17.3K
$466K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-684- 1.01% |
$18.2K - $18.6K
|
67.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-837- 30.22% |
$22.3K - $22.7K
|
1.93K
$52.2K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-985- 0.45% |
$26.2K - $26.7K
|
217K
$5.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 3.59% |
$27.8K - $28.3K
|
28K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.21K- 6.42% |
$32.2K - $32.8K
|
17.6K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 11.66% |
$35K - $35.6K
|
9.95K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.76K- 75.74% |
$47K - $47.9K
|
565
$15.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.85K- 6.6% |
$49.3K - $50.2K
|
26.2K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.3K- 8.65% |
$61.2K - $62.3K
|
24.2K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.45K- 20.91% |
$65.3K - $66.5K
|
9.27K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.46K- 6.69% |
$65.5K - $66.7K
|
34.3K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.5K- 7.49% |
$66.6K - $67.9K
|
30.9K
$835K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 21.32% |
$68.1K - $69.4K
|
9.44K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.57K- 4.5% |
$68.5K - $69.8K
|
54.7K
$1.48M
|