Latest Institutional Transactions on Ishares Tr Fallen Angels Usd B (FALN)
This table provides information on the latest institutional transactions involving Ishares Tr Fallen Angels Usd B (FALN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.91K- 41.62% |
$45.6K - $49.8K
|
2.68K
$72.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.66K+ 11.44% |
$39.6K - $43.3K
|
16.1K
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.74K+ 4.0% |
$41.6K - $45.4K
|
45.2K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$95.6 - $104
|
1.15K
$31.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
250New |
$5.98K - $6.53K
|
250
$6.81K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.71KNew |
$208K - $227K
|
8.71K
$237K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.64K- 44.03% |
$159K - $173K
|
8.44K
$230K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.81K- 38.39% |
$210K - $230K
|
14.1K
$385K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
506New |
$12.1K - $13.2K
|
506
$13.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-318- 99.07% |
$7.6K - $8.3K
|
3
$81.7
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-982- 4.65% |
$23.5K - $25.6K
|
20.1K
$549K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
63.4KNew |
$1.52M - $1.65M
|
63.4K
$1.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-12.1K- 22.46% |
$289K - $315K
|
41.7K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
26New |
$621 - $679
|
26
$708
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.72K- 13.74% |
$113K - $123K
|
29.6K
$806K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.5K- 38.87% |
$59.7K - $65.1K
|
3.93K
$107K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.77K- 16.93% |
$42.4K - $46.2K
|
8.69K
$237K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 20.43% |
$29.1K - $31.7K
|
4.74K
$129K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-63.9K- 54.35% |
$1.53M - $1.67M
|
53.7K
$1.46M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
955+ 4.76% |
$22.8K - $24.9K
|
21K
$572K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.8K- 20.48% |
$90.7K - $99.1K
|
14.7K
$401K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
88New |
$2.1K - $2.3K
|
88
$2.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.05KNew |
$49K - $53.5K
|
2.05K
$55.8K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.7K- 4.72% |
$88.5K - $96.6K
|
74.7K
$2.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-19.2K- 40.83% |
$459K - $501K
|
27.8K
$757K
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.37K- 3.7% |
$128K - $140K
|
140K
$3.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
132+ 153.49% |
$3.15K - $3.45K
|
218
$5.94K
|
|
| Q2 2022 | |||||||
|
May 19, 2025
Q2 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-113KClosed |
$2.76M - $3.16M
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515Closed |
$12.5K - $14.3K
|
0
$0
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.97K- 14.4% |
$169K - $194K
|
41.4K
$1.13M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.8KClosed |
$408K - $468K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-272Closed |
$6.62K - $7.58K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$803 - $919
|
33
$899
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-335- 3.44% |
$8.15K - $9.33K
|
9.41K
$256K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.5K+ 20.27% |
$36.5K - $41.8K
|
8.9K
$242K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-767Closed |
$18.7K - $21.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 12.11% |
$36.9K - $42.2K
|
11K
$300K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
68.4K+ 164.07% |
$1.66M - $1.91M
|
110K
$3M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.22MClosed |
$29.6M - $33.9M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.38KClosed |
$204K - $233K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12K- 43.14% |
$291K - $334K
|
15.8K
$430K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-18.6KClosed |
$453K - $518K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
92New |
$2.24K - $2.56K
|
92
$2.51K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45- 0.53% |
$1.09K - $1.25K
|
8.39K
$228K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.75K- 36.83% |
$116K - $132K
|
8.15K
$222K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-10.1KClosed |
$246K - $281K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-480K- 54.55% |
$11.7M - $13.4M
|
400K
$10.9M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.5KClosed |
$352K - $403K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.23KClosed |
$54.2K - $62.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-382KClosed |
$9.28M - $10.6M
|
0
$0
|
|