Purchases and Sales Made in Q3 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.91M+ 27.04% |
$49.8M - $52.5M
|
8.99M
$243M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
492K+ 101.72% |
$12.8M - $13.5M
|
976K
$26.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
368K+ 39.78% |
$9.58M - $10.1M
|
1.29M
$35M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
288K+ 52.91% |
$7.49M - $7.89M
|
832K
$22.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
209K+ 52.99% |
$5.43M - $5.72M
|
603K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
152KNew |
$3.96M - $4.17M
|
152K
$4.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 7.47% |
$3.47M - $3.66M
|
1.92M
$51.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
125KNew |
$3.26M - $3.44M
|
125K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123KNew |
$3.19M - $3.37M
|
123K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
123KNew |
$3.19M - $3.37M
|
123K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86.3KNew |
$2.24M - $2.37M
|
86.3K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64.3K+ 109.51% |
$1.67M - $1.76M
|
123K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.9K+ 32.53% |
$1.24M - $1.31M
|
195K
$5.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.8K+ 35.05% |
$1.24M - $1.31M
|
184K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
46.2K+ 4.65% |
$1.2M - $1.27M
|
1.04M
$28.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.3K+ 10.99% |
$1.1M - $1.16M
|
427K
$11.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35.3K+ 67.37% |
$918K - $968K
|
87.7K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.8K+ 2.76% |
$853K - $899K
|
1.22M
$33M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
31.1K+ 10.6% |
$808K - $851K
|
324K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31KNew |
$807K - $850K
|
31K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 360.49% |
$791K - $834K
|
38.9K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.4K+ 21.73% |
$764K - $805K
|
165K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
27.8K+ 34.7% |
$724K - $763K
|
108K
$2.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.8KNew |
$724K - $763K
|
27.8K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26K+ 754.17% |
$675K - $712K
|
29.4K
$794K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.8K+ 153.92% |
$646K - $681K
|
41K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.4K+ 5.08% |
$608K - $640K
|
483K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23K+ 11.78% |
$598K - $630K
|
218K
$5.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.2K+ 8.17% |
$577K - $608K
|
294K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$558K - $588K
|
21.5K
$580K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19KNew |
$493K - $520K
|
19K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
18.5K+ 21.64% |
$480K - $506K
|
104K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.1K+ 12.34% |
$445K - $469K
|
156K
$4.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
16.5K+ 12.9% |
$430K - $453K
|
145K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 63.59% |
$395K - $416K
|
39.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 87.88% |
$378K - $399K
|
31.1K
$840K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
14K+ 1.26% |
$364K - $384K
|
1.13M
$30.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.8KNew |
$358K - $378K
|
13.8K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8K+ 106.0% |
$358K - $377K
|
26.7K
$722K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 5.2% |
$334K - $352K
|
260K
$7.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.2K+ 63.11% |
$318K - $335K
|
31.6K
$852K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
11.4K+ 2.07% |
$297K - $313K
|
563K
$15.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11K+ 7.03% |
$285K - $301K
|
167K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
10.7KNew |
$278K - $293K
|
10.7K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10.2K+ 129.49% |
$265K - $279K
|
18.1K
$488K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 70.79% |
$264K - $278K
|
24.5K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.63KNew |
$251K - $264K
|
9.63K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.48KNew |
$247K - $260K
|
9.48K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.46KNew |
$246K - $259K
|
9.46K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.15KNew |
$238K - $251K
|
9.15K
$247K
|