Sequent Planning LLC Ishares Tr Fallen Angels Usd B Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

A detailed history of Sequent Planning LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Sequent Planning LLC holds 10,614 shares of FALN stock, worth $289,125. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,614
Previous 9,675 9.71%
Holding current value
$289,125
Previous $263 Million 12.29%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$26.88 - $27.78 $25,240 - $26,085
939 Added 9.71%
10,614 $295 Million
Q2 2025

Aug 14, 2025
SELL
$25.27 - $27.14 $36,262 - $38,945
-1,435 Reduced 12.92%
9,675 $263 Million
Q1 2025

May 13, 2025
SELL
$26.64 - $27.14 $3,276 - $3,338
-123 Reduced 1.09%
11,110 $298 Million
Q4 2024

Feb 11, 2025
BUY
$26.55 - $27.32 $14,230 - $14,643
536 Added 5.01%
11,233 $300 Million
Q3 2024

Nov 14, 2024
BUY
$26.01 - $27.41 $278,228 - $293,204
10,697 New
10,697 $292 Million

Others Institutions Holding FALN

# of Institutions
306
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FALLEN ANGELS USD B

FALN Quotes by TradingView
  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email