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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
83.5K+ 11.57% |
$2.24M - $2.32M
|
806K
$21.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 4.18% |
$31.2K - $32.2K
|
28.9K
$788K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-194K- 10.99% |
$5.21M - $5.39M
|
1.57M
$42.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.48K+ 1.98% |
$39.7K - $41.1K
|
76.3K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.89% |
$53.8 - $55.6
|
227
$6.18K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.61K- 26.71% |
$97.1K - $100K
|
9.91K
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282K- 51.53% |
$7.59M - $7.84M
|
266K
$7.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
27.9K+ 4.87% |
$749K - $774K
|
600K
$16.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-3.83K- 4.22% |
$103K - $106K
|
86.9K
$2.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
105+ 31.25% |
$2.82K - $2.92K
|
441
$12K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
129+ 0.29% |
$3.47K - $3.58K
|
44.4K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.09K+ 3.08% |
$56.2K - $58.1K
|
69.9K
$1.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
97+ 0.64% |
$2.61K - $2.69K
|
15.3K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.84K+ 4.45% |
$130K - $135K
|
114K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.57KNew |
$204K - $210K
|
7.57K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.39K+ 4.31% |
$145K - $150K
|
130K
$3.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.02K- 7.12% |
$135K - $139K
|
65.5K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26M+ 2821.89% |
$33.9M - $35M
|
1.3M
$35.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.3K+ 22.66% |
$61.8K - $63.9K
|
12.5K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.67K- 2.83% |
$98.5K - $102K
|
126K
$3.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-23.7K- 38.98% |
$637K - $658K
|
37.1K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-92- 1.05% |
$2.47K - $2.56K
|
8.71K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.32K+ 20.32% |
$170K - $176K
|
37.4K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-11K- 9.04% |
$296K - $306K
|
111K
$3.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 8.12% |
$56.6K - $58.5K
|
28K
$764K
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.54K- 10.62% |
$95.1K - $98.3K
|
29.8K
$811K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.31K+ 13.43% |
$62K - $64.1K
|
19.5K
$531K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6.76K+ 2380.63% |
$182K - $188K
|
7.05K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 13.67% |
$32.7K - $33.8K
|
7.67K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 5.53% |
$50.3K - $52K
|
32K
$871K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-95- 42.41% |
$2.55K - $2.64K
|
129
$3.51K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82New |
$2.2K - $2.28K
|
82
$2.23K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
716+ 2.88% |
$19.2K - $19.9K
|
25.6K
$698K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-276- 0.82% |
$7.42K - $7.67K
|
33.3K
$908K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
73+ 0.55% |
$1.96K - $2.03K
|
13.4K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-100- 0.72% |
$2.69K - $2.78K
|
13.7K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-22.5K- 28.33% |
$605K - $625K
|
56.9K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
304KNew |
$8.17M - $8.44M
|
304K
$8.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-7.95K- 0.71% |
$214K - $221K
|
1.12M
$30.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
19+ 0.19% |
$511 - $528
|
9.97K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
4.89K+ 33.92% |
$131K - $136K
|
19.3K
$526K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
457+ 0.45% |
$12.3K - $12.7K
|
101K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
16.3KNew |
$438K - $453K
|
16.3K
$444K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-270- 1.88% |
$7.26K - $7.5K
|
14.1K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.3M- 83.78% |
$35M - $36.2M
|
252K
$6.86M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-3.53K- 14.92% |
$94.8K - $97.9K
|
20.1K
$548K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
11.5K+ 19.62% |
$309K - $320K
|
70.2K
$1.91M
|
|