Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-21- 0.08% |
$502 - $548
|
25.7K
$692K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-43- 16.23% |
$1.03K - $1.12K
|
222
$5.97K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-52- 0.01% |
$1.24K - $1.36K
|
838K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-66Closed |
$1.58K - $1.72K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-117- 8.8% |
$2.8K - $3.05K
|
1.21K
$32.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-166- 2.3% |
$3.97K - $4.33K
|
7.06K
$190K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-221Closed |
$5.28K - $5.77K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-282- 0.9% |
$6.74K - $7.36K
|
30.9K
$832K
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 0.78% |
$7.17K - $7.83K
|
38.1K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-302- 5.24% |
$7.22K - $7.88K
|
5.46K
$147K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-318- 99.07% |
$7.6K - $8.3K
|
3
$80.7
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-360- 15.46% |
$8.6K - $9.4K
|
1.97K
$53K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-480- 2.4% |
$11.5K - $12.5K
|
19.6K
$526K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-549- 62.81% |
$13.1K - $14.3K
|
325
$8.75K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-607- 45.5% |
$14.5K - $15.8K
|
727
$19.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-637- 2.39% |
$15.2K - $16.6K
|
26K
$700K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-910- 7.49% |
$21.7K - $23.8K
|
11.2K
$302K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-982- 4.65% |
$23.5K - $25.6K
|
20.1K
$542K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 9.91% |
$26.9K - $29.4K
|
10.2K
$276K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 1.12% |
$28.6K - $31.2K
|
106K
$2.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 20.43% |
$29.1K - $31.7K
|
4.74K
$127K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.31K- 9.72% |
$31.3K - $34.2K
|
12.2K
$328K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 3.34% |
$35.9K - $39.2K
|
43.4K
$1.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 2.58% |
$36.6K - $40K
|
57.8K
$1.55M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.56K- 13.21% |
$37.4K - $40.8K
|
10.3K
$276K
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.61K- 8.17% |
$38.6K - $42.1K
|
18.1K
$488K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 21.07% |
$38.8K - $42.4K
|
6.08K
$164K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 2.62% |
$38.9K - $42.5K
|
60.6K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.68K- 5.61% |
$40.1K - $43.8K
|
28.2K
$760K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.77K- 16.93% |
$42.4K - $46.2K
|
8.69K
$234K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.81K- 11.64% |
$43.1K - $47.1K
|
13.7K
$369K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.91K- 7.13% |
$45.5K - $49.7K
|
24.8K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.91K- 41.62% |
$45.6K - $49.8K
|
2.68K
$72.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.02K- 5.37% |
$48.3K - $52.7K
|
35.6K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.03K- 14.79% |
$48.5K - $53K
|
11.7K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.12K- 47.35% |
$50.6K - $55.3K
|
2.36K
$63.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.28K- 42.51% |
$54.5K - $59.5K
|
3.08K
$83K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.4K- 7.87% |
$57.4K - $62.7K
|
28.1K
$757K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.5K- 38.87% |
$59.7K - $65.1K
|
3.93K
$106K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.69KClosed |
$64.2K - $70.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.99K- 12.83% |
$71.4K - $78K
|
20.3K
$546K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.05K- 20.26% |
$72.8K - $79.5K
|
12K
$323K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.08K- 11.32% |
$73.6K - $80.4K
|
24.1K
$649K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.1K- 16.34% |
$74.2K - $81K
|
15.9K
$428K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.21K- 6.33% |
$76.7K - $83.8K
|
47.5K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.25K- 18.98% |
$77.6K - $84.7K
|
13.9K
$373K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.33K- 8.06% |
$79.7K - $87K
|
38K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.34K- 38.21% |
$79.9K - $87.3K
|
5.41K
$146K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.38K- 12.63% |
$80.7K - $88.2K
|
23.4K
$629K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.54K- 5.97% |
$84.6K - $92.4K
|
55.7K
$1.5M
|