Purchases and Sales Made in Q4 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.5K+ 22.88% |
$514K - $531K
|
93.9K
$2.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17K+ 26.29% |
$500K - $516K
|
81.7K
$2.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$494K - $510K
|
16.8K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 84.17% |
$476K - $492K
|
35.4K
$953K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 4448.32% |
$468K - $484K
|
16.3K
$438K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15.8K+ 86.24% |
$464K - $479K
|
34.1K
$917K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
15.6K+ 269.48% |
$460K - $475K
|
21.4K
$577K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 65.27% |
$447K - $462K
|
38.5K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
15.2K+ 30.19% |
$446K - $460K
|
65.4K
$1.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.8KNew |
$437K - $451K
|
14.8K
$400K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
14.8K+ 67.21% |
$436K - $450K
|
36.9K
$992K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14.1K+ 91.12% |
$414K - $428K
|
29.5K
$795K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 5.09% |
$413K - $427K
|
290K
$7.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.9KNew |
$409K - $423K
|
13.9K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.7KNew |
$404K - $417K
|
13.7K
$370K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13.7K+ 13.38% |
$403K - $416K
|
116K
$3.13M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
13.5KNew |
$397K - $410K
|
13.5K
$363K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
13.3KNew |
$390K - $403K
|
13.3K
$357K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.2K+ 9.03% |
$389K - $402K
|
160K
$4.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.8K+ 120.94% |
$376K - $388K
|
23.3K
$628K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
12.2KNew |
$359K - $371K
|
12.2K
$329K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12.1K+ 61.16% |
$357K - $368K
|
32K
$860K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.8K+ 142.51% |
$348K - $359K
|
20.1K
$541K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
11.4KNew |
$336K - $347K
|
11.4K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.4K+ 43.17% |
$336K - $347K
|
37.9K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.4K+ 9.18% |
$335K - $346K
|
136K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 34.36% |
$321K - $332K
|
42.7K
$1.15M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8KNew |
$319K - $329K
|
10.8K
$292K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
10.4KNew |
$304K - $315K
|
10.4K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$303K - $313K
|
10.3K
$277K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.2K+ 2.69% |
$301K - $311K
|
390K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.84K+ 14.74% |
$289K - $299K
|
76.6K
$2.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.56K+ 130.94% |
$281K - $290K
|
16.9K
$454K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
9.06KNew |
$266K - $275K
|
9.06K
$244K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.05K+ 103.24% |
$266K - $275K
|
17.8K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.94K+ 115.47% |
$263K - $272K
|
16.7K
$449K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.8KNew |
$259K - $267K
|
8.8K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.64KNew |
$254K - $262K
|
8.64K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.53K+ 78.06% |
$251K - $259K
|
19.5K
$524K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.5KNew |
$250K - $258K
|
8.5K
$229K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8.39K+ 81.02% |
$247K - $255K
|
18.7K
$504K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
8.34K+ 37.26% |
$245K - $253K
|
30.7K
$827K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.15K+ 246.96% |
$240K - $248K
|
11.5K
$308K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.08K+ 11.91% |
$238K - $246K
|
75.9K
$2.04M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
8.07KNew |
$237K - $245K
|
8.07K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.98K+ 15.91% |
$235K - $242K
|
58.1K
$1.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
7.95K+ 12.54% |
$234K - $241K
|
71.3K
$1.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.79K+ 242.2% |
$229K - $237K
|
11K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.69KNew |
$226K - $233K
|
7.69K
$207K
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.58K+ 111.8% |
$223K - $230K
|
14.4K
$386K
|