Purchases and Sales Made in Q4 2025 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q4 2025. 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 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
310K
+ 906.54%
$8.46M - $8.62M
345K $9.39M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
284K
New
$7.73M - $7.87M
284K $7.73M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
125K
+ 642.13%
$3.41M - $3.47M
145K $3.94M
Jan 16, 2026 Q4 2025
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
71.2K
+ 31.67%
$1.94M - $1.98M
296K $8.06M
Jan 23, 2026 Q4 2025
Dara Capital Us, Inc.

Miami, FL
BUY
 -
26.3K
New
$717K - $731K
26.3K $717K
Jan 15, 2026 Q4 2025
Independence Financial Advisors, LLC

Franklin, NH
BUY
 -
24.8K
+ 5.49%
$675K - $688K
476K $13M
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
14.8K
+ 54.85%
$403K - $411K
41.8K $1.14M
Jan 23, 2026 Q4 2025
Guidance Capital, Inc

Lousville, KY
BUY
 -
13.3K
New
$362K - $368K
13.3K $362K
Jan 23, 2026 Q4 2025
Meridian Financial, LLC

Holliston, MA
BUY
 -
11K
+ 131.84%
$301K - $307K
19.4K $529K
Jan 20, 2026 Q4 2025
Steel Peak Wealth Management LLC

BUY
 -
9.9K
New
$270K - $275K
9.9K $270K
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
8.34K
New
$227K - $231K
8.34K $227K
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
7.54K
+ 8.89%
$205K - $209K
92.4K $2.52M
Jan 21, 2026 Q4 2025
Kraematon Investment Advisors, Inc

BUY
 -
4.08K
+ 3.24%
$111K - $113K
130K $3.54M
Jan 20, 2026 Q4 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
3.45K
+ 5.67%
$94K - $95.8K
64.3K $1.75M
Jan 20, 2026 Q4 2025
Fundamentun, LLC

Beachwood, OH
BUY
 -
1.32K
+ 4.69%
$35.8K - $36.5K
29.3K $799K
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
1.1K
New
$30K - $30.5K
1.1K $30K
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
1.01K
+ 43.29%
$27.6K - $28.1K
3.35K $91.3K
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
928
+ 2.21%
$25.3K - $25.8K
42.9K $1.17M
Jan 20, 2026 Q4 2025
Kaizen Financial Strategies

BUY
 -
863
+ 5.63%
$23.5K - $24K
16.2K $441K
Jan 08, 2026 Q4 2025
Focus Wealth Advisors, LLC

BUY
 -
732
+ 0.99%
$19.9K - $20.3K
75K $2.04M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
547
+ 46.4%
$14.9K - $15.2K
1.73K $47K
Jan 23, 2026 Q4 2025
Fifth Third Securities, Inc.

BUY
 -
535
+ 0.86%
$14.6K - $14.9K
62.4K $1.7M
Jan 12, 2026 Q4 2025
Exchange Bank

Santa Rosa, CA
BUY
 -
464
+ 1.76%
$12.6K - $12.9K
26.9K $732K
Jan 20, 2026 Q4 2025
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
350
+ 79.91%
$9.53K - $9.72K
788 $21.5K
Jan 14, 2026 Q4 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
309
+ 0.74%
$8.42K - $8.58K
41.8K $1.14M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
285
+ 1.74%
$7.76K - $7.91K
16.6K $453K
Jan 16, 2026 Q4 2025
Wealth Advisory Solutions, LLC

BUY
 -
130
+ 0.26%
$3.54K - $3.61K
50.4K $1.37M
Jan 14, 2026 Q4 2025
Wolff Wiese Magana LLC

BUY
 -
68
+ 5.09%
$1.85K - $1.89K
1.4K $38.2K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
39
+ 0.14%
$1.06K - $1.08K
28K $764K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
34
+ 0.38%
$926 - $944
8.98K $245K
Jan 15, 2026 Q4 2025
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
15
+ 0.2%
$409 - $416
7.6K $207K
Jan 23, 2026 Q4 2025
Visionary Horizons, LLC

Knoxville, TN
BUY
 -
11
+ 0.11%
$300 - $305
9.91K $270K
Jan 20, 2026 Q4 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
2
+ 5.13%
$54.5 - $55.5
41 $1.12K
Jan 23, 2026 Q4 2025
Nbt Bank N A

SELL
 -
-1
- 3.57%
$27.2 - $27.8
27 $735
Jan 14, 2026 Q4 2025
Lineweaver Wealth Advisors, LLC

SELL
 -
-1
- 0.01%
$27.2 - $27.8
17.3K $472K
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
SELL
 -
-11
- 0.02%
$300 - $305
45.6K $1.24M
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

SELL
 -
-29
- 7.77%
$790 - $805
344 $9.37K
Jan 20, 2026 Q4 2025
Western Financial Corp/Ca

San Diego, CA
SELL
 -
-183
- 0.71%
$4.98K - $5.08K
25.5K $693K
Jan 12, 2026 Q4 2025
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-204
- 0.77%
$5.56K - $5.66K
26.4K $720K
Jan 20, 2026 Q4 2025
Ntv Asset Management LLC

SELL
 -
-250
- 2.76%
$6.81K - $6.94K
8.8K $240K
Jan 08, 2026 Q4 2025
Ddfg, Inc

Thousand Oaks, CA
SELL
 -
-311
- 0.62%
$8.47K - $8.63K
49.6K $1.35M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

SELL
 -
-488
- 6.13%
$13.3K - $13.5K
7.47K $204K
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

SELL
 -
-681
- 2.49%
$18.6K - $18.9K
26.6K $725K
Jan 15, 2026 Q4 2025
Infinity Wealth Counsel, LLC

Loveland, OH
SELL
 -
-1.85K
- 13.7%
$50.4K - $51.4K
11.7K $317K
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-1.93K
- 6.05%
$52.7K - $53.7K
30K $818K
Jan 12, 2026 Q4 2025
M.E. Allison & Co., Inc.

San Antonio, TX
SELL
 -
-2.81K
- 5.86%
$76.6K - $78.1K
45.2K $1.23M
Jan 05, 2026 Q4 2025
Coastline Trust CO

SELL
 -
-4.57K
- 2.99%
$125K - $127K
148K $4.04M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
SELL
 -
-19.6K
- 21.3%
$534K - $544K
72.3K $1.97M
Jan 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
SELL
 -
-21.3K
- 5.86%
$580K - $591K
342K $9.31M

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