Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.4K+ 28.55% |
$275K - $283K
|
46.6K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 35.55% |
$272K - $280K
|
39.1K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10K+ 7.62% |
$266K - $274K
|
141K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.78K+ 118.52% |
$260K - $267K
|
18K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.29K+ 5.13% |
$247K - $254K
|
190K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.2K+ 23.59% |
$244K - $251K
|
48.2K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
9.09KNew |
$241K - $248K
|
9.09K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 95.89% |
$241K - $248K
|
18.6K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
8.95KNew |
$238K - $245K
|
8.95K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.77KNew |
$233K - $240K
|
8.77K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.56KNew |
$227K - $234K
|
8.56K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.53K+ 52.82% |
$227K - $233K
|
24.7K
$666K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.51KNew |
$226K - $233K
|
8.51K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.4K+ 40.68% |
$223K - $229K
|
29K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$203K - $209K
|
7.64K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
7.5KNew |
$199K - $205K
|
7.5K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.44K+ 0.14% |
$197K - $203K
|
5.43M
$147M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.81K+ 34.49% |
$181K - $186K
|
26.5K
$717K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5K+ 3.99% |
$173K - $178K
|
169K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.47K+ 7.37% |
$172K - $177K
|
94.2K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.96K+ 20.57% |
$158K - $163K
|
34.9K
$942K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.87K+ 26.6% |
$156K - $160K
|
27.9K
$755K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.57K+ 3.5% |
$148K - $152K
|
165K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 63.61% |
$147K - $151K
|
14.3K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.49K+ 14.05% |
$146K - $150K
|
44.6K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.82K+ 4.65% |
$128K - $132K
|
109K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
4.62K+ 10.09% |
$123K - $126K
|
50.4K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.13K+ 8.15% |
$110K - $113K
|
54.8K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.77K+ 2.25% |
$100K - $103K
|
171K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.38K+ 35.28% |
$89.8K - $92.5K
|
13K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.04K+ 2.74% |
$80.6K - $83K
|
114K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 34.88% |
$79.7K - $82K
|
11.6K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.77KNew |
$73.5K - $75.7K
|
2.77K
$74.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 31.7% |
$72K - $74K
|
11.3K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 6.35% |
$68.5K - $70.5K
|
43.2K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.48K+ 16.38% |
$65.8K - $67.8K
|
17.6K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.38K+ 10.21% |
$63.2K - $65K
|
25.7K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.33K+ 2.15% |
$61.8K - $63.6K
|
110K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.27K+ 8.82% |
$60.3K - $62.1K
|
28K
$757K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 8.51% |
$58.2K - $59.9K
|
28K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.17K+ 3.29% |
$57.5K - $59.2K
|
68K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.1K+ 21.2% |
$55.7K - $57.3K
|
12K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.04K+ 8.07% |
$54.1K - $55.7K
|
27.3K
$737K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2K+ 5.6% |
$53K - $54.6K
|
37.7K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.89K+ 6.3% |
$50.1K - $51.6K
|
31.8K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.87K+ 23.44% |
$49.6K - $51K
|
9.83K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.79K+ 1.97% |
$47.4K - $48.8K
|
92.6K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.43K+ 1.7% |
$38K - $39.1K
|
85.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.29K+ 2.31% |
$34.4K - $35.4K
|
57.2K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 3.36% |
$31.7K - $32.6K
|
36.8K
$993K
|