Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 16, 2022 Q2 2022	Scs Capital Management LLC Boston, MA	BUY	-	569K + 29.77%	$13.8M - $15.9M	2.48M $67M
Aug 16, 2022 Q2 2022	Mather Group, Llc. Chicago, IL	BUY	-	513K + 15.87%	$12.5M - $14.3M	3.74M $101M
Aug 09, 2022 Q2 2022	Ronald Blue Trust, Inc. Brentwood, TN	BUY	-	403K New	$9.8M - $11.2M	403K $10.9M
Aug 10, 2022 Q2 2022	Mercer Global Advisors Inc Denver, CO	BUY	-	161K + 160.45%	$3.91M - $4.47M	261K $7.04M
Aug 08, 2022 Q2 2022	Merit Financial Group, LLC	BUY	-	105K + 64.47%	$2.55M - $2.92M	267K $7.22M
Aug 11, 2022 Q2 2022	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	99.2K New	$2.41M - $2.76M	99.2K $2.68M
Aug 10, 2022 Q2 2022	Wealthsource Partners, LLC	BUY	-	81.4K + 13.1%	$1.98M - $2.27M	703K $19M
Aug 04, 2022 Q2 2022	Cavalier Investments, LLC	BUY	-	81K New	$1.97M - $2.25M	81K $2.19M
Aug 10, 2022 Q2 2022	Vicus Capital State College, PA	BUY	-	78.7K New	$1.91M - $2.19M	78.7K $2.13M
Jul 26, 2022 Q2 2022	Argi Investment Services, LLC	BUY	-	74.5K + 200.77%	$1.81M - $2.07M	112K $3.01M
Sep 06, 2022 Q2 2022	Ifp Advisors, Inc	BUY	-	72.7K + 1441.01%	$1.77M - $2.03M	77.8K $2.1M
Jul 08, 2022 Q2 2022	Foundations Investment Advisors, LLC	BUY	-	69.7K + 70.12%	$1.7M - $1.94M	169K $4.57M
Aug 12, 2022 Q2 2022	Scissortail Wealth Management, LLC Tulsa, OK	BUY	-	68.4K + 164.07%	$1.66M - $1.91M	110K $2.98M
Aug 16, 2022 Q2 2022	Captrust Financial Advisors Raleigh, NC	BUY	-	58.9K + 111.34%	$1.43M - $1.64M	112K $3.02M
Jul 22, 2022 Q2 2022	Esl Trust Services, LLC	BUY	-	56.9K + 6.15%	$1.38M - $1.58M	981K $26.5M
Aug 05, 2022 Q2 2022	Old Mission Capital LLC	BUY	-	35.2K + 47.52%	$857K - $982K	109K $2.95M
Aug 12, 2022 Q2 2022	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	33.3K + 17.56%	$810K - $928K	223K $6.02M
Aug 15, 2022 Q2 2022	Journey Strategic Wealth LLC Summit, NJ	BUY	-	32.3K New	$786K - $901K	32.3K $873K
Aug 10, 2022 Q2 2022	San Luis Wealth Advisors LLC San Luis Obispo, CA	BUY	-	31.6K + 2112.32%	$767K - $879K	33.1K $893K
Aug 15, 2022 Q2 2022	Creative Planning Overland Park, KS	BUY	-	30.7K + 219.9%	$746K - $854K	44.6K $1.21M
Aug 08, 2022 Q2 2022	Coombe, Bender & CO LLC	BUY	-	30.6K New	$745K - $853K	30.6K $828K
Jul 29, 2022 Q2 2022	Austin Private Wealth, LLC	BUY	-	30.4K + 34.5%	$738K - $846K	118K $3.2M
Jul 11, 2022 Q2 2022	Bms Financial Advisors, LLC	BUY	-	30.3K + 47.12%	$736K - $843K	94.6K $2.55M
Aug 12, 2022 Q2 2022	Semmax Financial Advisors Inc. Winston Salem, NC	BUY	-	26.1K + 21.5%	$634K - $726K	147K $3.98M
Aug 15, 2022 Q2 2022	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	21.1K New	$513K - $587K	21.1K $569K
Aug 05, 2022 Q2 2022	Aveo Capital Partners, LLC	BUY	-	16.9K New	$410K - $470K	16.9K $455K
Aug 03, 2022 Q2 2022	Baker Avenue Asset Management, LP	BUY	-	16.2K + 40.92%	$394K - $451K	55.8K $1.51M
Jul 12, 2022 Q2 2022	First Heartland Consultants, Inc.	BUY	-	15K New	$366K - $419K	15K $406K
Aug 17, 2022 Q2 2022	International Assets Investment Management, LLC Orlando, FL	BUY	-	12.1K New	$295K - $338K	12.1K $328K
Aug 09, 2022 Q2 2022	Scarborough Advisors, LLC Annapolis, MD	BUY	-	12K + 40.57%	$293K - $335K	41.7K $1.13M
Aug 02, 2022 Q2 2022	Northwest Capital Management Inc	BUY	-	12K + 25.94%	$292K - $334K	58.2K $1.57M
Jul 26, 2022 Q2 2022	Patriot Investment Management Inc.	BUY	-	11.5K New	$279K - $320K	11.5K $310K
Aug 02, 2022 Q2 2022	Kovitz Investment Group Partners, LLC	BUY	-	11.4K New	$278K - $318K	11.4K $308K
Aug 12, 2022 Q2 2022	Hrt Financial LP New York, NY	BUY	-	10.7K New	$261K - $299K	10.7K $290K
Jul 15, 2022 Q2 2022	Mayflower Financial Advisors, LLC	BUY	-	10.7K + 133.96%	$261K - $298K	18.7K $505K
Aug 12, 2022 Q2 2022	U.S. Capital Wealth Advisors, LLC Austin, TX	BUY	-	10K New	$244K - $279K	10K $271K
Aug 10, 2022 Q2 2022	Betterment LLC New York, NY	BUY	-	9.87K + 4.68%	$240K - $275K	221K $5.96M
Sep 16, 2022 Q2 2022	Private Trust CO Na	BUY	-	9.18K New	$223K - $256K	9.18K $248K
Aug 10, 2022 Q2 2022	Allie Family Office LLC	BUY	-	9.12K New	$222K - $254K	9.12K $246K
Aug 02, 2022 Q2 2022	First Horizon Advisors, Inc.	BUY	-	7.88K + 70.89%	$192K - $219K	19K $513K
Aug 02, 2022 Q2 2022	Banque Cantonale Vaudoise	BUY	-	7.28K New	$177K - $203K	7.28K $197K
Aug 12, 2022 Q2 2022	Strategic Blueprint, LLC Atlanta, GA	BUY	-	6.05K + 15.14%	$147K - $168K	46K $1.24M
Apr 04, 2024 Q2 2022	Financial Synergies Wealth Advisors, Inc. Houston, TX	BUY	-	5.9K New	$143K - $164K	5.9K $159K
Aug 04, 2022 Q2 2022	Harvest Group Wealth Management, LLC	BUY	-	5.76K New	$140K - $160K	5.76K $156K
Aug 04, 2022 Q2 2022	Northwestern Mutual Wealth Management CO	BUY	-	5.6K + 32.96%	$136K - $156K	22.6K $611K
Aug 12, 2022 Q2 2022	Laurel Wealth Advisors, Inc. Solana Beach, CA	BUY	-	5.6K + 24.28%	$136K - $156K	28.7K $774K
Jul 12, 2022 Q2 2022	Caliber Wealth Management, LLC	BUY	-	4.8K + 4.44%	$117K - $134K	113K $3.05M
Jul 11, 2022 Q2 2022	Stewardship Advisors, LLC	BUY	-	4.39K + 28.55%	$107K - $122K	19.7K $533K
Aug 10, 2022 Q2 2022	Ubs Group Ag	BUY	-	4.04K + 0.4%	$98.2K - $112K	1.02M $27.5M
Jul 15, 2022 Q2 2022	Rosenberg Matthew Hamilton	BUY	-	3.94K + 49.85%	$95.8K - $110K	11.8K $320K

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Account

Purchases and Sales Made in Q2 2022 in Ishares Tr Fallen Angels Usd B (FALN)

569K

513K

403K

161K

105K

99.2K

81.4K

81K

78.7K

74.5K

72.7K

69.7K

68.4K

58.9K

56.9K

35.2K

33.3K

32.3K

31.6K

30.7K

30.6K

30.4K

30.3K

26.1K

21.1K

16.9K

16.2K

15K

12.1K

12K

12K

11.5K

11.4K

10.7K

10.7K

10K

9.87K

9.18K

9.12K

7.88K

7.28K

6.05K

5.9K

5.76K

5.6K

5.6K

4.8K

4.39K

4.04K

3.94K

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News