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 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 45.59% |
$823 - $847
|
37
$999
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 6.69% |
$1.04K - $1.07K
|
544
$14.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-50- 0.66% |
$1.33K - $1.37K
|
7.57K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 49.57% |
$1.51K - $1.56K
|
58
$1.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 63.64% |
$1.67K - $1.72K
|
36
$972
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 20.81% |
$2.6K - $2.68K
|
373
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-125- 1.35% |
$3.32K - $3.42K
|
9.13K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-156- 1.19% |
$4.14K - $4.26K
|
12.9K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-164- 11.56% |
$4.35K - $4.48K
|
1.26K
$33.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166- 15.79% |
$4.41K - $4.54K
|
885
$23.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-201- 0.09% |
$5.34K - $5.49K
|
218K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-209- 86.72% |
$5.55K - $5.71K
|
32
$864
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-220- 88.0% |
$5.84K - $6.01K
|
30
$810
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 11.22% |
$7.38K - $7.59K
|
2.2K
$59.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-347- 8.74% |
$9.21K - $9.48K
|
3.62K
$97.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-357- 19.21% |
$9.48K - $9.75K
|
1.5K
$40.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-374- 1.44% |
$9.93K - $10.2K
|
25.7K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-381- 2.63% |
$10.1K - $10.4K
|
14.1K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-454- 4.85% |
$12.1K - $12.4K
|
8.9K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-532- 5.09% |
$14.1K - $14.5K
|
9.91K
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-601- 2.6% |
$16K - $16.4K
|
22.5K
$608K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-603- 3.01% |
$16K - $16.5K
|
19.5K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-662- 3.54% |
$17.6K - $18.1K
|
18.1K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-709- 4.64% |
$18.8K - $19.4K
|
14.6K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-775- 51.98% |
$20.6K - $21.2K
|
716
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-783- 12.74% |
$20.8K - $21.4K
|
5.37K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-862- 2.79% |
$22.9K - $23.5K
|
30K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.07K- 7.13% |
$28.3K - $29.2K
|
13.9K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.44K- 7.45% |
$38.3K - $39.4K
|
17.9K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 16.13% |
$43.6K - $44.8K
|
8.54K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.73K- 1.53% |
$45.8K - $47.1K
|
111K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-2.02K- 20.92% |
$53.7K - $55.3K
|
7.65K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.72K- 11.36% |
$72.2K - $74.3K
|
21.2K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 24.49% |
$79.7K - $82K
|
9.25K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.07K- 11.99% |
$81.5K - $83.8K
|
22.5K
$608K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 14.34% |
$82.2K - $84.6K
|
18.5K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.21K- 2.38% |
$85.3K - $87.8K
|
132K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.31K- 23.99% |
$87.7K - $90.3K
|
10.5K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 1.47% |
$90.3K - $92.9K
|
228K
$6.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.76K- 14.28% |
$99.9K - $103K
|
22.6K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.76K- 5.53% |
$99.9K - $103K
|
64.3K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.38K- 3.69% |
$116K - $120K
|
114K
$3.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.8K- 38.23% |
$127K - $131K
|
7.75K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.83K- 12.55% |
$128K - $132K
|
33.6K
$908K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.09K- 11.38% |
$135K - $139K
|
39.6K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.39K- 12.33% |
$143K - $147K
|
38.3K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.45K- 67.72% |
$145K - $149K
|
2.6K
$70.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.8K- 1.2% |
$154K - $158K
|
478K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.09K- 11.92% |
$162K - $166K
|
45K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.49K- 50.61% |
$225K - $232K
|
8.28K
$224K
|