Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-705- 3.04% |
$17.5K - $18K
|
22.5K
$608K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.14K- 62.29% |
$28.1K - $29K
|
687
$18.6K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.2KClosed |
$29.8K - $30.7K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.35K- 3.17% |
$33.3K - $34.4K
|
41K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.4K- 7.37% |
$34.7K - $35.7K
|
17.6K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.47K- 6.04% |
$36.4K - $37.5K
|
22.9K
$617K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.55K- 8.86% |
$38.3K - $39.5K
|
15.9K
$430K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 86.56% |
$39.9K - $41.1K
|
250
$6.75K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 39.21% |
$44K - $45.3K
|
2.75K
$74.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.81K- 4.69% |
$45K - $46.3K
|
36.9K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 17.76% |
$50.2K - $51.7K
|
9.38K
$253K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.12K- 23.79% |
$52.5K - $54.1K
|
6.79K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.15K- 16.2% |
$53.4K - $55K
|
11.1K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.29K- 15.16% |
$56.8K - $58.5K
|
12.8K
$346K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.31K- 7.88% |
$57.1K - $58.9K
|
27K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.44K- 60.46% |
$60.5K - $62.4K
|
1.6K
$43.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 17.86% |
$63.2K - $65.2K
|
11.7K
$317K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 10.95% |
$64.8K - $66.8K
|
21.3K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.84K- 3.2% |
$70.3K - $72.5K
|
85.7K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.01K- 12.8% |
$74.7K - $77K
|
20.5K
$554K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.16K- 84.71% |
$78.2K - $80.6K
|
570
$15.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.16K- 99.06% |
$78.4K - $80.8K
|
30
$810
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.67K- 54.58% |
$90.9K - $93.7K
|
3.05K
$82.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.89K- 2.81% |
$96.3K - $99.2K
|
135K
$3.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.1K- 12.52% |
$102K - $105K
|
28.6K
$773K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.12K- 32.8% |
$102K - $105K
|
8.45K
$228K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.39K- 20.3% |
$109K - $112K
|
17.2K
$466K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.5K- 13.7% |
$112K - $115K
|
28.4K
$766K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.68K- 4.42% |
$116K - $120K
|
101K
$2.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-4.72K- 13.41% |
$117K - $121K
|
30.5K
$823K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 34.89% |
$117K - $121K
|
8.84K
$239K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.84K- 99.79% |
$120K - $124K
|
10
$270
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.99K- 60.07% |
$124K - $127K
|
3.32K
$89.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 33.33% |
$124K - $128K
|
10K
$270K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 33.33% |
$124K - $128K
|
10K
$270K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.48K- 31.87% |
$136K - $140K
|
11.7K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.84K- 86.11% |
$145K - $149K
|
942
$25.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.02K- 32.54% |
$149K - $154K
|
12.5K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.03K- 91.92% |
$149K - $154K
|
530
$14.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.62K- 45.02% |
$164K - $169K
|
8.09K
$218K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.07K- 63.88% |
$175K - $181K
|
4K
$108K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.23K- 11.31% |
$179K - $185K
|
56.7K
$1.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.29K- 21.35% |
$181K - $186K
|
26.8K
$725K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.5K- 11.9% |
$186K - $192K
|
55.5K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.79K- 27.32% |
$193K - $199K
|
20.7K
$560K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.9K- 36.33% |
$196K - $202K
|
13.8K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.24K- 60.72% |
$204K - $211K
|
5.33K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.38K- 22.85% |
$208K - $214K
|
28.3K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.14K- 7.03% |
$226K - $233K
|
121K
$3.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.5K- 33.65% |
$311K - $320K
|
24.7K
$668K
|