Purchases and Sales Made in Q2 2024 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q2 2024. 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
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
8.13K
+ 78.95%
$212K - $217K
18.4K $498K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
8.01K
New
$208K - $214K
8.01K $216K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.85K
+ 53.51%
$204K - $210K
22.5K $609K
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
7.28K
+ 2.69%
$189K - $194K
278K $7.5M
Jul 15, 2024 Q2 2024
Coastline Trust CO

BUY
 -
7.01K
+ 5.79%
$182K - $187K
128K $3.46M
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.88K
+ 43.01%
$179K - $184K
22.9K $618K
Jul 15, 2024 Q2 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
6.61K
+ 21.71%
$172K - $176K
37.1K $1M
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
6.49K
+ 848.95%
$169K - $173K
7.25K $196K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
6.44K
+ 11.18%
$167K - $172K
64K $1.73M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
6.32K
New
$164K - $169K
6.32K $171K
Aug 01, 2024 Q2 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
5.98K
+ 7.99%
$156K - $160K
80.8K $2.18M
Jul 22, 2024 Q2 2024
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
5K
+ 11.11%
$130K - $133K
50K $1.35M
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
4.67K
+ 22.03%
$121K - $124K
25.8K $698K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
4.62K
+ 18.46%
$120K - $123K
29.7K $801K
Jul 18, 2024 Q2 2024
Tria Gen Wealth Management LLC

BUY
 -
4.56K
+ 18.39%
$119K - $122K
29.3K $792K
Aug 02, 2024 Q2 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
4.38K
+ 34.95%
$114K - $117K
16.9K $456K
Jul 24, 2024 Q2 2024
Jb Capital LLC

BUY
 -
4.23K
+ 15.69%
$110K - $113K
31.2K $842K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
3.76K
+ 12.89%
$97.7K - $100K
32.9K $889K
Aug 07, 2024 Q2 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3.32K
New
$86.3K - $88.5K
3.32K $89.6K
Aug 01, 2024 Q2 2024
Novare Capital Management LLC

BUY
 -
3.27K
+ 5.7%
$85.1K - $87.3K
60.7K $1.64M
Jul 15, 2024 Q2 2024
Lex Aurum Advisors, LLC

BUY
 -
3.08K
+ 14.96%
$80.1K - $82.2K
23.7K $639K
Aug 14, 2024 Q2 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.67K
+ 1.39%
$69.4K - $71.2K
195K $5.27M
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
2.67K
+ 102.03%
$69.3K - $71.1K
5.28K $143K
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.58K
+ 10.96%
$67K - $68.7K
26.1K $704K
Jul 12, 2024 Q2 2024
Kraematon Investment Advisors, Inc

BUY
 -
2.47K
+ 1.83%
$64.1K - $65.8K
137K $3.71M
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
2.4K
+ 14.59%
$62.5K - $64.1K
18.9K $509K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
2.11K
+ 26.91%
$54.9K - $56.3K
9.95K $269K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.78K
+ 12.36%
$46.2K - $47.4K
16.1K $436K
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.53K
+ 1.78%
$39.7K - $40.7K
87.4K $2.36M
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.51K
+ 14.8%
$39.3K - $40.3K
11.7K $317K
Aug 12, 2024 Q2 2024
Coombe, Bender & CO LLC

BUY
 -
1.34K
+ 3.27%
$35K - $35.9K
42.4K $1.15M
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.29K
New
$33.6K - $34.5K
1.29K $34.9K
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
1.22K
+ 3.02%
$31.7K - $32.5K
41.6K $1.12M
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
1.18K
+ 1.05%
$30.8K - $31.6K
114K $3.07M
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
1.13K
New
$29.3K - $30.1K
1.13K $30.5K
Jul 22, 2024 Q2 2024
Focus Wealth Advisors, LLC

BUY
 -
1.03K
+ 1.53%
$26.8K - $27.5K
68.3K $1.84M
Jul 31, 2024 Q2 2024
Glassy Mountain Advisors, Inc.

BUY
 -
986
+ 0.94%
$25.6K - $26.3K
106K $2.86M
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
977
+ 13.01%
$25.4K - $26.1K
8.49K $229K
Jul 26, 2024 Q2 2024
Wealth Advisory Solutions, LLC

BUY
 -
727
+ 1.49%
$18.9K - $19.4K
49.4K $1.33M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
666
+ 3.86%
$17.3K - $17.8K
17.9K $484K
Aug 16, 2024 Q2 2024
Invst, LLC

Indianapolis, IN
BUY
 -
630
+ 3.74%
$16.4K - $16.8K
17.5K $472K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
543
+ 2.65%
$14.1K - $14.5K
21.1K $569K
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
518
New
$13.5K - $13.8K
518 $14K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
513
+ 19.56%
$13.3K - $13.7K
3.14K $84.7K
Jul 18, 2024 Q2 2024
Insight Wealth Partners, LLC

BUY
 -
482
+ 0.48%
$12.5K - $12.9K
102K $2.75M
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
409
+ 28.52%
$10.6K - $10.9K
1.84K $49.8K
Jul 31, 2024 Q2 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
367
+ 4.48%
$9.55K - $9.79K
8.56K $231K
Jul 18, 2024 Q2 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
356
+ 4.29%
$9.26K - $9.5K
8.65K $234K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
333
+ 10.71%
$8.66K - $8.88K
3.44K $93K

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