Purchases and Sales Made in Q2 2023 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 2023. 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 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
998+ 2.35% |
$24.6K - $25.3K
|
43.6K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
889+ 1.9% |
$21.9K - $22.6K
|
47.7K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
815New |
$20.1K - $20.7K
|
815
$22K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
639+ 2.33% |
$15.7K - $16.2K
|
28.1K
$758K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
637New |
$15.7K - $16.2K
|
637
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
605+ 17.62% |
$14.9K - $15.3K
|
4.04K
$109K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
603+ 3.12% |
$14.9K - $15.3K
|
19.9K
$538K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
570+ 6.97% |
$14K - $14.5K
|
8.74K
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
506+ 2.39% |
$12.5K - $12.8K
|
21.6K
$584K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
472+ 69.41% |
$11.6K - $12K
|
1.15K
$31.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
463+ 3.26% |
$11.4K - $11.7K
|
14.6K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
455+ 4.28% |
$11.2K - $11.5K
|
11.1K
$300K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
441New |
$10.9K - $11.2K
|
441
$11.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
429+ 0.95% |
$10.6K - $10.9K
|
45.7K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
428+ 0.97% |
$10.5K - $10.9K
|
44.6K
$1.2M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
425New |
$10.5K - $10.8K
|
425
$11.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
396+ 0.04% |
$9.76K - $10K
|
1M
$27.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
390+ 1.03% |
$9.61K - $9.89K
|
38.4K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
367New |
$9.04K - $9.31K
|
367
$9.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
367+ 4.33% |
$9.04K - $9.31K
|
8.85K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
336New |
$8.28K - $8.52K
|
336
$9.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
333+ 2.46% |
$8.21K - $8.45K
|
13.9K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
316+ 2.35% |
$7.79K - $8.02K
|
13.8K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
315+ 3.14% |
$7.76K - $7.99K
|
10.3K
$279K
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
315+ 0.97% |
$7.76K - $7.99K
|
32.7K
$882K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
311+ 2.66% |
$7.66K - $7.89K
|
12K
$324K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300+ 517.24% |
$7.39K - $7.61K
|
358
$9.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260+ 23.83% |
$6.41K - $6.6K
|
1.35K
$36.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
250+ 2.28% |
$6.16K - $6.34K
|
11.2K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
236+ 0.9% |
$5.82K - $5.99K
|
26.5K
$715K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
235+ 2.17% |
$5.79K - $5.96K
|
11.1K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
232+ 2.63% |
$5.72K - $5.89K
|
9.04K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
230+ 1.22% |
$5.67K - $5.84K
|
19K
$514K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
229+ 0.97% |
$5.64K - $5.81K
|
23.7K
$641K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
227+ 1.13% |
$5.59K - $5.76K
|
20.3K
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
223+ 27.36% |
$5.49K - $5.66K
|
1.04K
$28K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
221+ 0.89% |
$5.45K - $5.61K
|
25K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
204+ 136.0% |
$5.03K - $5.18K
|
354
$9.56K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
201+ 2.4% |
$4.95K - $5.1K
|
8.57K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
197+ 0.64% |
$4.85K - $5K
|
30.8K
$831K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
185+ 1.35% |
$4.56K - $4.69K
|
13.9K
$376K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
184+ 0.79% |
$4.53K - $4.67K
|
23.4K
$632K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
142New |
$3.5K - $3.6K
|
142
$3.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
118+ 0.56% |
$2.91K - $2.99K
|
21.3K
$575K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
103+ 0.25% |
$2.54K - $2.61K
|
41.4K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
85New |
$2.09K - $2.16K
|
85
$2.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 0.91% |
$1.85K - $1.9K
|
8.31K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
71+ 11.34% |
$1.75K - $1.8K
|
697
$18.8K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
60+ 1.0% |
$1.48K - $1.52K
|
6.08K
$164K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49New |
$1.21K - $1.24K
|
49
$1.32K
|