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 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-8.63K- 13.82% |
$210K - $240K
|
53.8K
$1.45M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-8.65K- 20.14% |
$210K - $241K
|
34.3K
$927K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8.7KClosed |
$212K - $242K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.8K- 17.33% |
$214K - $245K
|
42K
$1.13M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.83K- 18.52% |
$215K - $246K
|
38.8K
$1.05M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.84K- 17.75% |
$215K - $246K
|
40.9K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.92K- 22.61% |
$217K - $248K
|
30.5K
$824K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-9.02KClosed |
$219K - $251K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.08K- 50.95% |
$221K - $253K
|
8.74K
$236K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.47K- 13.62% |
$230K - $264K
|
60K
$1.62M
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-9.52K- 29.79% |
$231K - $265K
|
22.4K
$606K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.55KClosed |
$232K - $266K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.76KClosed |
$237K - $272K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.88K- 10.5% |
$240K - $275K
|
84.2K
$2.27M
|
|
Jul 19, 2022
Q2 2022
|
Toews Corp
|
SELL
|
- |
-10KClosed |
$243K - $279K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-10.1KClosed |
$246K - $281K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10.1K- 51.59% |
$246K - $282K
|
9.49K
$256K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-10.3KClosed |
$250K - $286K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.4K- 21.87% |
$253K - $290K
|
37.2K
$1M
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-10.5K- 33.11% |
$254K - $291K
|
21.1K
$571K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 10.23% |
$256K - $293K
|
92.3K
$2.49M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.7K- 11.97% |
$259K - $297K
|
78.4K
$2.12M
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11K- 30.97% |
$267K - $305K
|
24.4K
$660K
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$271K - $311K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-11.3K- 16.0% |
$275K - $314K
|
59.3K
$1.6M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-11.5KClosed |
$279K - $319K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12K- 43.14% |
$291K - $334K
|
15.8K
$426K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.1K- 9.47% |
$294K - $337K
|
116K
$3.12M
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.3K- 22.5% |
$300K - $343K
|
42.5K
$1.15M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12.4K- 29.25% |
$300K - $344K
|
29.9K
$807K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12.7K- 9.96% |
$308K - $353K
|
115K
$3.1M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-12.8K- 21.36% |
$310K - $356K
|
47K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13K- 53.09% |
$315K - $361K
|
11.5K
$309K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.5K- 33.2% |
$329K - $377K
|
27.2K
$735K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.6K- 20.61% |
$332K - $380K
|
52.5K
$1.42M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.8K- 21.01% |
$336K - $384K
|
51.9K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-13.9K- 10.03% |
$338K - $387K
|
124K
$3.36M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-14.3K- 9.82% |
$347K - $398K
|
131K
$3.54M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.5KClosed |
$352K - $403K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-14.8K- 52.82% |
$360K - $412K
|
13.2K
$357K
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-15KClosed |
$364K - $417K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-15.3K- 18.13% |
$372K - $426K
|
69.1K
$1.87M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.5K- 18.79% |
$376K - $431K
|
66.8K
$1.81M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.1K- 7.44% |
$390K - $447K
|
200K
$5.39M
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-16.2K- 11.96% |
$394K - $451K
|
119K
$3.22M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.8KClosed |
$408K - $468K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.4K- 12.92% |
$424K - $486K
|
118K
$3.18M
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-17.7K- 36.77% |
$431K - $493K
|
30.4K
$822K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18K- 32.36% |
$437K - $501K
|
37.6K
$1.02M
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-18.2KClosed |
$443K - $508K
|
0
$0
|