Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 1.11% |
$41.3K - $47.3K
|
151K
$4.03M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.7KClosed |
$41.3K - $47.3K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 16.29% |
$41.4K - $47.4K
|
8.75K
$234K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.82K- 15.46% |
$44.3K - $50.8K
|
9.97K
$266K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.93K- 16.36% |
$47K - $53.8K
|
9.87K
$264K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.03K- 13.05% |
$49.2K - $56.4K
|
13.5K
$360K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.17K- 6.77% |
$52.8K - $60.5K
|
29.9K
$799K
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.17K- 12.45% |
$52.8K - $60.5K
|
15.3K
$408K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.23KClosed |
$54.2K - $62.1K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.32K- 15.21% |
$56.5K - $64.7K
|
12.9K
$346K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.38K- 4.47% |
$57.8K - $66.1K
|
50.7K
$1.36M
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-2.68K- 3.39% |
$65.3K - $74.7K
|
76.5K
$2.05M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 7.42% |
$79.9K - $91.5K
|
41K
$1.1M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.51K- 5.28% |
$85.4K - $97.8K
|
63.1K
$1.69M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 10.3% |
$93K - $106K
|
33.3K
$890K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 7.01% |
$93.8K - $107K
|
51.2K
$1.37M
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.94K- 2.87% |
$95.8K - $110K
|
133K
$3.56M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.06K- 27.93% |
$98.7K - $113K
|
10.5K
$280K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.13K- 5.16% |
$100K - $115K
|
76K
$2.03M
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-4.14K- 9.73% |
$101K - $115K
|
38.4K
$1.03M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.5K- 9.11% |
$109K - $125K
|
44.9K
$1.2M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.6K- 8.47% |
$112K - $128K
|
49.7K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.75K- 36.83% |
$116K - $132K
|
8.15K
$218K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.04K- 8.55% |
$122K - $140K
|
53.9K
$1.44M
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.1K- 1.31% |
$124K - $142K
|
384K
$10.3M
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-5.13K- 23.84% |
$125K - $143K
|
16.4K
$438K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.36K- 18.7% |
$130K - $149K
|
23.3K
$622K
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-5.36K- 30.64% |
$130K - $149K
|
12.1K
$324K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.51K- 11.75% |
$134K - $153K
|
41.4K
$1.1M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.59K- 20.24% |
$136K - $156K
|
22K
$588K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.64K- 3.51% |
$137K - $157K
|
155K
$4.14M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.78K- 6.35% |
$141K - $161K
|
85.3K
$2.28M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.91K- 20.47% |
$144K - $164K
|
22.9K
$613K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.02K- 10.44% |
$146K - $168K
|
51.6K
$1.38M
|
|
Jul 12, 2022
Q2 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.05K- 4.01% |
$147K - $169K
|
145K
$3.88M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-6.27K- 5.38% |
$152K - $175K
|
110K
$2.94M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.29K- 0.16% |
$153K - $175K
|
3.99M
$106M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.32K- 69.59% |
$154K - $176K
|
2.76K
$73.8K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-6.51K- 25.98% |
$158K - $181K
|
18.5K
$495K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.97K- 14.4% |
$169K - $194K
|
41.4K
$1.11M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.97K- 14.4% |
$169K - $194K
|
41.4K
$1.11M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.56K- 9.49% |
$184K - $210K
|
72K
$1.92M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.75KClosed |
$189K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.89K- 13.93% |
$192K - $220K
|
48.7K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.94KClosed |
$193K - $221K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-7.98K- 18.96% |
$194K - $222K
|
34.1K
$911K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-8.11K- 13.08% |
$197K - $226K
|
53.9K
$1.44M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.23KClosed |
$200K - $229K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.38KClosed |
$204K - $233K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-8.4KClosed |
$204K - $234K
|
0
$0
|