Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
795New |
$23.4K - $24.1K
|
795
$21.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
737New |
$21.7K - $22.4K
|
737
$19.9K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
727+ 3.98% |
$21.4K - $22.1K
|
19K
$513K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
704New |
$20.7K - $21.4K
|
704
$19K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
650+ 50.0% |
$19.1K - $19.7K
|
1.95K
$52.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
650New |
$19.1K - $19.7K
|
650
$17.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
577+ 3.76% |
$17K - $17.5K
|
15.9K
$430K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
531+ 1.9% |
$15.6K - $16.1K
|
28.5K
$770K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
483New |
$14.2K - $14.7K
|
483
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
432New |
$12.7K - $13.1K
|
432
$11.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
419+ 1.4% |
$12.3K - $12.7K
|
30.3K
$819K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
340New |
$10K - $10.3K
|
340
$9.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
304+ 1.1% |
$8.94K - $9.23K
|
27.8K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
261+ 0.22% |
$7.67K - $7.93K
|
119K
$3.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
229New |
$6.73K - $6.95K
|
229
$6.19K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
221New |
$6.5K - $6.71K
|
221
$5.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
120New |
$3.53K - $3.64K
|
120
$3.24K
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
100+ 0.01% |
$2.94K - $3.04K
|
922K
$24.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
61+ 0.08% |
$1.79K - $1.85K
|
75.8K
$2.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$1.47K - $1.52K
|
50
$1.35K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37New |
$1.09K - $1.12K
|
37
$999
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26+ 0.06% |
$764 - $790
|
44.6K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25+ 500.0% |
$735 - $759
|
30
$810
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7+ 0.09% |
$206 - $213
|
7.71K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 1.15% |
$118 - $121
|
353
$9.53K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 14.53% |
$1K - $1.03K
|
200
$5.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-36Closed |
$1.06K - $1.09K
|
0
$0
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 68.97% |
$1.18K - $1.21K
|
18
$486
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-125- 0.75% |
$3.68K - $3.8K
|
16.6K
$448K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-133- 0.62% |
$3.91K - $4.04K
|
21.3K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-254Closed |
$7.47K - $7.71K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-255Closed |
$7.5K - $7.74K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-360Closed |
$10.6K - $10.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-556- 6.89% |
$16.3K - $16.9K
|
7.51K
$203K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-588- 1.73% |
$17.3K - $17.9K
|
33.4K
$903K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-676- 5.2% |
$19.9K - $20.5K
|
12.3K
$333K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-879- 11.34% |
$25.8K - $26.7K
|
6.87K
$186K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-880- 2.4% |
$25.9K - $26.7K
|
35.8K
$968K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 2.48% |
$29.7K - $30.7K
|
39.8K
$1.07M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.07K- 12.5% |
$31.3K - $32.3K
|
7.46K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.5K- 1.19% |
$44.1K - $45.6K
|
125K
$3.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.01K- 1.25% |
$59.2K - $61.1K
|
159K
$4.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.03K- 3.36% |
$59.6K - $61.6K
|
58.3K
$1.58M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.69K- 5.72% |
$79K - $81.6K
|
44.3K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.94K- 17.88% |
$86.5K - $89.3K
|
13.5K
$365K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.41K- 0.91% |
$100K - $103K
|
371K
$10M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.95K- 15.23% |
$116K - $120K
|
22K
$594K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.44K- 6.51% |
$131K - $135K
|
63.7K
$1.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.64K- 8.02% |
$136K - $141K
|
53.2K
$1.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.79K- 21.82% |
$141K - $146K
|
17.2K
$464K
|