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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-36Closed |
$1.06K - $1.09K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-329KClosed |
$9.68M - $9.99M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-254Closed |
$7.47K - $7.71K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.48KClosed |
$249K - $257K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-782KClosed |
$23M - $23.8M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 14.53% |
$1K - $1.03K
|
200
$5.36K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15.1KClosed |
$443K - $457K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-255Closed |
$7.5K - $7.74K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
34K+ 12.5% |
$1M - $1.03M
|
306K
$8.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-97KClosed |
$2.85M - $2.95M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-16.6KClosed |
$488K - $504K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-15.4KClosed |
$454K - $469K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-32.9KClosed |
$967K - $998K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.11MClosed |
$33.3M - $33.9M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10Closed |
$299 - $304
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.8KNew |
$560K - $571K
|
18.8K
$502K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-35.6KClosed |
$1.06M - $1.08M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.5KClosed |
$343K - $349K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
SELL
|
- |
-34.3KClosed |
$1M - $1.03M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.6KNew |
$426K - $437K
|
14.6K
$391K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
114New |
$3.33K - $3.42K
|
114
$3.05K
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-492Closed |
$14.4K - $14.7K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-305Closed |
$8.91K - $9.14K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-659Closed |
$19.2K - $19.7K
|
0
$0
|
|
|
Jul 02, 2021
Q2 2021
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-929KClosed |
$27.1M - $27.8M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$720K - $744K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-55.3KClosed |
$1.59M - $1.64M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-3.4KClosed |
$97.7K - $101K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-8.42KClosed |
$242K - $250K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-11Closed |
$289 - $308
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-29Closed |
$762 - $811
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22.1KClosed |
$581K - $618K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.78K- 98.29% |
$171K - $209K
|
135
$3.62K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-48Closed |
$1.05K - $1.29K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-16.7KClosed |
$367K - $450K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-27.9KClosed |
$545K - $773K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-3.26KClosed |
$87K - $87.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 14, 2019
Q4 2018
|
First Premier Bank
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 18, 2018
Q3 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-970Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-42.2KClosed |
N/A
|
0
$0
|
|