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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
791+ 10.91% |
$20.6K - $21.7K
|
8.04K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
784+ 9.16% |
$20.4K - $21.5K
|
9.35K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
776+ 3.28% |
$20.2K - $21.3K
|
24.4K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$13.5K - $14.2K
|
519
$14K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
497+ 3.36% |
$12.9K - $13.6K
|
15.3K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
415+ 2.15% |
$10.8K - $11.4K
|
19.7K
$533K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
390+ 1.54% |
$10.1K - $10.7K
|
25.8K
$696K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
342+ 240.85% |
$8.9K - $9.37K
|
484
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
270+ 5.68% |
$7.02K - $7.4K
|
5.02K
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
264+ 4.49% |
$6.87K - $7.24K
|
6.15K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
258+ 1.54% |
$6.71K - $7.07K
|
17K
$459K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
240+ 2.82% |
$6.24K - $6.58K
|
8.74K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
233+ 0.32% |
$6.06K - $6.39K
|
73.4K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
209+ 653.13% |
$5.44K - $5.73K
|
241
$6.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 0.47% |
$4.32K - $4.55K
|
35.6K
$961K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
156+ 60.94% |
$4.06K - $4.28K
|
412
$11.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
139+ 0.22% |
$3.62K - $3.81K
|
64.1K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133+ 17.23% |
$3.46K - $3.65K
|
905
$24.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
132+ 1.44% |
$3.43K - $3.62K
|
9.29K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
107+ 1.22% |
$2.78K - $2.93K
|
8.89K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
104+ 20.08% |
$2.71K - $2.85K
|
622
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 100.0% |
$2.6K - $2.74K
|
200
$5.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
94+ 9.03% |
$2.44K - $2.58K
|
1.14K
$30.7K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
76+ 0.59% |
$1.98K - $2.08K
|
13.1K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75+ 15.03% |
$1.95K - $2.06K
|
574
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
72New |
$1.87K - $1.97K
|
72
$1.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
63+ 175.0% |
$1.64K - $1.73K
|
99
$2.67K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 7.17% |
$1.01K - $1.07K
|
583
$15.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.52% |
$442 - $466
|
1.14K
$30.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 0.81% |
$390 - $411
|
1.86K
$50.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
8+ 0.07% |
$208 - $219
|
12K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 3.74% |
$104 - $110
|
111
$3K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$78 - $82.2
|
3
$81
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 0.1% |
$26 - $27.4
|
1.05K
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.44% |
$26 - $27.4
|
224
$6.05K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.22% |
$26 - $27.4
|
453
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1Closed |
$26 - $27.4
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$52 - $54.8
|
22.4K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11- 0.09% |
$286 - $302
|
12.5K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24- 6.06% |
$624 - $658
|
372
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32- 6.36% |
$832 - $877
|
471
$12.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-54- 15.74% |
$1.4K - $1.48K
|
289
$7.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-67- 0.67% |
$1.74K - $1.84K
|
9.91K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-79- 0.88% |
$2.05K - $2.17K
|
8.86K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-140- 0.74% |
$3.64K - $3.84K
|
18.7K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-148- 54.61% |
$3.85K - $4.06K
|
123
$3.32K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-164- 3.03% |
$4.27K - $4.5K
|
5.24K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-196- 35.32% |
$5.1K - $5.37K
|
359
$9.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-228- 1.71% |
$5.93K - $6.25K
|
13.1K
$353K
|