Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
15K+ 74.45% |
$356K - $379K
|
35.2K
$951K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14.8K+ 142.3% |
$351K - $374K
|
25.2K
$682K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
14.4K+ 100.79% |
$341K - $363K
|
28.6K
$774K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$305K - $325K
|
12.9K
$348K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.5K+ 73.55% |
$271K - $289K
|
27K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3KNew |
$243K - $259K
|
10.3K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.96KNew |
$236K - $251K
|
9.96K
$269K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.58KNew |
$227K - $242K
|
9.58K
$259K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.47KNew |
$225K - $239K
|
9.47K
$256K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.16KNew |
$217K - $231K
|
9.16K
$247K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.74KNew |
$207K - $220K
|
8.74K
$236K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
8.48K+ 0.86% |
$201K - $214K
|
999K
$27M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.48K+ 3.39% |
$177K - $189K
|
228K
$6.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.17K+ 70.64% |
$170K - $181K
|
17.3K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.88K+ 51.95% |
$163K - $174K
|
20.1K
$544K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.79K+ 74.14% |
$161K - $171K
|
15.9K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.14K+ 5.09% |
$145K - $155K
|
127K
$3.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6K+ 20.0% |
$142K - $151K
|
36K
$973K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.73K+ 5.82% |
$136K - $144K
|
104K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.67KNew |
$134K - $143K
|
5.67K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.46KNew |
$129K - $138K
|
5.46K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.3K+ 87.89% |
$126K - $134K
|
11.3K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.2K+ 39.92% |
$123K - $131K
|
18.2K
$492K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.48K+ 3.7% |
$106K - $113K
|
126K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.5KNew |
$83K - $88.3K
|
3.5K
$94.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3K+ 2729.09% |
$71.1K - $75.7K
|
3.11K
$84.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.89K+ 26.36% |
$68.5K - $72.9K
|
13.9K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 35.71% |
$40.2K - $42.7K
|
6.44K
$174K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 14.26% |
$34.6K - $36.8K
|
11.7K
$316K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.42KNew |
$33.6K - $35.8K
|
1.42K
$38.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.39K+ 636.07% |
$33K - $35.1K
|
1.61K
$43.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.07KNew |
$25.4K - $27K
|
1.07K
$29K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
937+ 5.96% |
$22.2K - $23.6K
|
16.7K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
851+ 187.44% |
$20.2K - $21.5K
|
1.31K
$35.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
770New |
$18.2K - $19.4K
|
770
$20.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
676+ 5.53% |
$16K - $17K
|
12.9K
$349K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
658+ 0.89% |
$15.6K - $16.6K
|
74.3K
$2.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
606New |
$14.4K - $15.3K
|
606
$16.4K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
606+ 18.38% |
$14.4K - $15.3K
|
3.9K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
510New |
$12.1K - $12.9K
|
510
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
492+ 35.32% |
$11.7K - $12.4K
|
1.89K
$50.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
343New |
$8.13K - $8.65K
|
343
$9.27K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
337+ 2.77% |
$7.99K - $8.5K
|
12.5K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
251+ 1.88% |
$5.95K - $6.33K
|
13.6K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
216+ 36.06% |
$5.12K - $5.45K
|
815
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
179New |
$4.24K - $4.51K
|
179
$4.84K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
130New |
$3.08K - $3.28K
|
130
$3.51K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
89New |
$2.11K - $2.24K
|
89
$2.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 6.11% |
$1.9K - $2.02K
|
1.39K
$37.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
44New |
$1.04K - $1.11K
|
44
$1.19K
|