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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-89.5K- 30.13% |
$2.14M - $2.34M
|
208K
$5.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-91.4K- 66.85% |
$2.18M - $2.38M
|
45.3K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-93.9K- 14.25% |
$2.25M - $2.45M
|
565K
$15.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-98.2K- 17.44% |
$2.35M - $2.56M
|
465K
$12.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-99.5K- 42.17% |
$2.38M - $2.6M
|
136K
$3.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-106K- 39.43% |
$2.52M - $2.76M
|
162K
$4.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-106K- 62.15% |
$2.53M - $2.76M
|
64.4K
$1.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-106K- 26.24% |
$2.53M - $2.76M
|
297K
$8M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-112K- 67.18% |
$2.68M - $2.92M
|
54.7K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-121K- 26.3% |
$2.89M - $3.15M
|
339K
$9.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-123K- 31.38% |
$2.94M - $3.21M
|
269K
$7.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-130K- 51.18% |
$3.1M - $3.39M
|
124K
$3.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-143K- 97.0% |
$3.42M - $3.73M
|
4.42K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-144K- 23.34% |
$3.43M - $3.75M
|
472K
$12.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-146K- 54.77% |
$3.5M - $3.82M
|
121K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-152K- 14.95% |
$3.63M - $3.97M
|
865K
$23.3M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-156K- 43.7% |
$3.72M - $4.06M
|
201K
$5.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-157K- 31.46% |
$3.74M - $4.09M
|
341K
$9.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-158K- 29.25% |
$3.77M - $4.11M
|
381K
$10.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-205K- 53.4% |
$4.91M - $5.36M
|
179K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-231K- 29.06% |
$5.52M - $6.03M
|
564K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-235K- 30.55% |
$5.61M - $6.13M
|
534K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-243K- 34.64% |
$5.82M - $6.35M
|
459K
$12.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-279K- 73.05% |
$6.67M - $7.29M
|
103K
$2.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-299K- 61.78% |
$7.15M - $7.81M
|
185K
$4.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-310K- 23.41% |
$7.4M - $8.08M
|
1.01M
$27.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-324K- 25.83% |
$7.74M - $8.45M
|
930K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-423K- 45.09% |
$10.1M - $11M
|
515K
$13.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-425K- 28.41% |
$10.2M - $11.1M
|
1.07M
$28.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-558K- 19.5% |
$13.3M - $14.6M
|
2.3M
$62M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-665K- 26.57% |
$15.9M - $17.4M
|
1.84M
$49.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-690K- 19.92% |
$16.5M - $18M
|
2.77M
$74.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.23M- 20.42% |
$29.4M - $32.1M
|
4.79M
$129M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.58M- 64.19% |
$37.7M - $41.2M
|
880K
$23.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.67M- 30.76% |
$39.9M - $43.5M
|
3.75M
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.94M- 33.59% |
$46.3M - $50.6M
|
3.83M
$103M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.27M- 95.82% |
$78.1M - $85.3M
|
143K
$3.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.75M- 31.86% |
$185M - $202M
|
16.6M
$446M
|