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, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.37K+ 4.79% |
$63.7K - $65.8K
|
51.8K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.4K- 60.52% |
$1.65M - $1.71M
|
40.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.23K+ 0.66% |
$33.1K - $34.3K
|
189K
$5.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
530New |
$14.2K - $14.7K
|
530
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.4K- 13.71% |
$682K - $705K
|
160K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
7.65KNew |
$205K - $212K
|
7.65K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.74KNew |
$208K - $215K
|
7.74K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
650New |
$17.5K - $18.1K
|
650
$17.7K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 5.18% |
$48.5K - $50.1K
|
36.7K
$999K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.53K+ 22.06% |
$94.9K - $98.1K
|
19.5K
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.78K+ 1.96% |
$263K - $272K
|
508K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25KNew |
$672K - $694K
|
25K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.2K- 6.33% |
$32.3K - $33.3K
|
17.8K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-230K- 49.03% |
$6.19M - $6.4M
|
239K
$6.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.67K- 6.08% |
$44.9K - $46.4K
|
25.8K
$703K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
822+ 7.37% |
$22.1K - $22.8K
|
12K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
249+ 0.77% |
$6.69K - $6.92K
|
32.5K
$885K
|
|
|
Nov 14, 2025
Q3 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
139KNew |
$3.73M - $3.86M
|
139K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-153- 0.76% |
$4.11K - $4.25K
|
19.9K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.05% |
$80.6 - $83.3
|
6.41K
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.22% |
$887 - $917
|
15K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
96New |
$2.58K - $2.67K
|
96
$2.62K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
835+ 53.8% |
$22.4K - $23.2K
|
2.39K
$65K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-305K- 34.7% |
$8.21M - $8.48M
|
574K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.3K- 36.34% |
$948K - $980K
|
61.8K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-687K- 37.77% |
$18.5M - $19.1M
|
1.13M
$30.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
929K+ 722.53% |
$25M - $25.8M
|
1.06M
$28.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.78K+ 5.29% |
$182K - $188K
|
135K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.52K- 3.72% |
$40.8K - $42.2K
|
39.3K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
98.3KNew |
$2.64M - $2.73M
|
98.3K
$2.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$45.3K - $46.8K
|
1.68K
$45.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 12.85% |
$35.1K - $36.3K
|
11.5K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.8KNew |
$453K - $468K
|
16.8K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.36K+ 25.34% |
$171K - $177K
|
31.5K
$857K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
493+ 1.47% |
$13.3K - $13.7K
|
34.1K
$930K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 1.56% |
$1.24K - $1.28K
|
2.9K
$79.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120+ 1.37% |
$3.23K - $3.33K
|
8.9K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.5K- 12.82% |
$1.17M - $1.21M
|
296K
$8.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
939+ 9.71% |
$25.2K - $26.1K
|
10.6K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
158K+ 32.69% |
$4.25M - $4.39M
|
642K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.7K+ 99283.33% |
$961K - $993K
|
35.8K
$975K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
21.8K+ 16.3% |
$587K - $607K
|
156K
$4.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
502+ 1.92% |
$13.5K - $13.9K
|
26.6K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
17New |
$457 - $472
|
17
$463
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.04K- 2.78% |
$189K - $195K
|
246K
$6.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
7.22KNew |
$194K - $201K
|
7.22K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-197- 0.3% |
$5.3K - $5.47K
|
65.1K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.01K- 0.46% |
$27.1K - $28K
|
216K
$5.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 1.44% |
$484 - $500
|
1.27K
$34.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26+ 104.0% |
$699 - $722
|
51
$1.39K
|
|