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 | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-69Closed |
$1.68K - $1.92K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-81- 5.74% |
$1.97K - $2.26K
|
1.33K
$35.9K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-84Closed |
$2.04K - $2.34K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-86- 0.39% |
$2.09K - $2.4K
|
21.9K
$592K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114- 2.28% |
$2.77K - $3.17K
|
4.89K
$132K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-145- 0.72% |
$3.53K - $4.04K
|
20K
$541K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-147Closed |
$3.58K - $4.09K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-260- 1.06% |
$6.32K - $7.24K
|
24.2K
$654K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-272Closed |
$6.62K - $7.58K
|
0
$0
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-277- 20.97% |
$6.74K - $7.71K
|
1.04K
$28.2K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-299- 4.78% |
$7.27K - $8.33K
|
5.95K
$161K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-335- 3.44% |
$8.15K - $9.33K
|
9.41K
$254K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-352- 4.65% |
$8.56K - $9.8K
|
7.22K
$195K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-360Closed |
$8.76K - $10K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-380- 5.59% |
$9.24K - $10.6K
|
6.42K
$173K
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-472- 1.8% |
$11.5K - $13.1K
|
25.8K
$696K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-515Closed |
$12.5K - $14.3K
|
0
$0
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515Closed |
$12.5K - $14.3K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-537- 9.1% |
$13.1K - $15K
|
5.36K
$145K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-644- 3.16% |
$15.7K - $17.9K
|
19.7K
$533K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-668- 0.69% |
$16.2K - $18.6K
|
96.4K
$2.6M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-714Closed |
$17.4K - $19.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-745- 4.17% |
$18.1K - $20.7K
|
17.1K
$462K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-767Closed |
$18.7K - $21.4K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-776- 5.43% |
$18.9K - $21.6K
|
13.5K
$365K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-846- 42.43% |
$20.6K - $23.6K
|
1.15K
$31K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-892- 4.05% |
$21.7K - $24.8K
|
21.1K
$571K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-958- 3.84% |
$23.3K - $26.7K
|
24K
$647K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-989- 8.0% |
$24.1K - $27.5K
|
11.4K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 3.23% |
$24.3K - $27.9K
|
30K
$810K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.05K- 18.6% |
$25.5K - $29.2K
|
4.59K
$124K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 5.15% |
$26K - $29.8K
|
19.7K
$533K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.13K- 7.58% |
$27.4K - $31.4K
|
13.7K
$371K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 6.65% |
$27.6K - $31.6K
|
15.9K
$430K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.16K- 4.54% |
$28.1K - $32.2K
|
24.3K
$657K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.16K- 10.62% |
$28.3K - $32.4K
|
9.78K
$264K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.2K- 6.16% |
$29.1K - $33.3K
|
18.2K
$492K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 2.74% |
$30.3K - $34.6K
|
44.2K
$1.19M
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.26K- 4.49% |
$30.5K - $35K
|
26.7K
$721K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.26K- 21.93% |
$30.6K - $35K
|
4.48K
$121K
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.27K- 7.75% |
$30.8K - $35.3K
|
15.1K
$407K
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.46K- 0.99% |
$35.5K - $40.7K
|
146K
$3.94M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5KClosed |
$36.4K - $41.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 12.11% |
$36.9K - $42.2K
|
11K
$297K
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.53K- 15.57% |
$37.1K - $42.5K
|
8.28K
$224K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.55K- 9.65% |
$37.6K - $43.1K
|
14.5K
$391K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.56K- 9.13% |
$37.9K - $43.4K
|
15.5K
$419K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 4.86% |
$38.4K - $44K
|
30.9K
$836K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.64KClosed |
$39.9K - $45.7K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.65K- 5.59% |
$40.2K - $46K
|
27.9K
$754K
|