Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
24.7K+ 60.13% |
$596K - $654K
|
65.7K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
21.5KNew |
$519K - $570K
|
21.5K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19KNew |
$459K - $504K
|
19K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
19KNew |
$459K - $503K
|
19K
$513K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17.5KNew |
$424K - $465K
|
17.5K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.9K+ 98.15% |
$408K - $448K
|
34.1K
$921K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15.9K+ 41.54% |
$383K - $421K
|
54.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.6K+ 95.59% |
$376K - $413K
|
31.9K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.3K+ 139.37% |
$369K - $405K
|
26.2K
$708K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.9K+ 19126.92% |
$360K - $396K
|
15K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$360K - $395K
|
14.9K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.8KNew |
$358K - $393K
|
14.8K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.9KNew |
$336K - $369K
|
13.9K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.7K+ 16.02% |
$332K - $364K
|
99.5K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.5KNew |
$326K - $358K
|
13.5K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13KNew |
$315K - $346K
|
13K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 99.78% |
$282K - $310K
|
23.4K
$632K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
11.6KNew |
$279K - $307K
|
11.6K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.4KNew |
$275K - $302K
|
11.4K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$267K - $293K
|
11.1K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.8K+ 15.44% |
$261K - $286K
|
80.7K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
10.6K+ 10.86% |
$257K - $282K
|
108K
$2.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.5K+ 125.48% |
$254K - $278K
|
18.9K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5KNew |
$253K - $278K
|
10.5K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4KNew |
$251K - $276K
|
10.4K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.2K+ 38.77% |
$247K - $272K
|
36.7K
$990K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 12.8% |
$247K - $271K
|
90K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.2KNew |
$245K - $269K
|
10.2K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.97KNew |
$241K - $264K
|
9.97K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.79KNew |
$237K - $260K
|
9.79K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
9.6KNew |
$232K - $255K
|
9.6K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.28KNew |
$224K - $246K
|
9.28K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.98KNew |
$217K - $238K
|
8.98K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.95KNew |
$216K - $237K
|
8.95K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.93KNew |
$216K - $237K
|
8.93K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.92K+ 23.04% |
$216K - $237K
|
47.6K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.63KNew |
$209K - $229K
|
8.63K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.52K+ 7.41% |
$206K - $226K
|
123K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.46K+ 56.4% |
$204K - $224K
|
23.5K
$634K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.33KNew |
$201K - $221K
|
8.33K
$225K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.3KNew |
$201K - $220K
|
8.3K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.21KNew |
$198K - $218K
|
8.21K
$222K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.06KNew |
$195K - $214K
|
8.06K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.74K+ 76.37% |
$187K - $205K
|
17.9K
$483K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.46K+ 20.25% |
$180K - $198K
|
44.3K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
7.4K+ 0.72% |
$179K - $196K
|
1.03M
$27.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.28K+ 19.45% |
$176K - $193K
|
44.7K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.94KNew |
$168K - $184K
|
6.94K
$187K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.82K+ 53.16% |
$165K - $181K
|
19.6K
$531K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.18K+ 55.49% |
$149K - $164K
|
17.3K
$468K
|