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 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.87K+ 23.44% |
$49.6K - $51K
|
9.83K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-454- 4.85% |
$12.1K - $12.4K
|
8.9K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.09K- 11.38% |
$135K - $139K
|
39.6K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.13K+ 8.15% |
$110K - $113K
|
54.8K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-136K- 87.87% |
$3.62M - $3.72M
|
18.8K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
7.5KNew |
$199K - $205K
|
7.5K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
163KNew |
$4.33M - $4.46M
|
163K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.96K+ 20.57% |
$158K - $163K
|
34.9K
$935K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 11.22% |
$7.38K - $7.59K
|
2.2K
$58.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166- 15.79% |
$4.41K - $4.54K
|
885
$23.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
34.4K+ 53.65% |
$914K - $940K
|
98.5K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$664 - $683
|
25
$670
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.02% |
$26.6 - $27.3
|
4.05K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-164- 11.56% |
$4.35K - $4.48K
|
1.26K
$33.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.46% |
$377K - $388K
|
274K
$7.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.51KNew |
$226K - $233K
|
8.51K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5K+ 3.99% |
$173K - $178K
|
169K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$26.6 - $27.3
|
22.4K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.7KNew |
$814K - $838K
|
30.7K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11.6K+ 34.52% |
$308K - $317K
|
45.2K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 34.88% |
$79.7K - $82K
|
11.6K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
93.5KNew |
$2.48M - $2.55M
|
93.5K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14.2K+ 24.88% |
$377K - $388K
|
71.2K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.5KNew |
$280K - $288K
|
10.5K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.1K+ 21.2% |
$55.7K - $57.3K
|
12K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 14.34% |
$82.2K - $84.6K
|
18.5K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.6K+ 166.97% |
$760K - $782K
|
45.7K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
586+ 6.62% |
$15.6K - $16K
|
9.44K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.78K+ 118.52% |
$260K - $267K
|
18K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 24.49% |
$79.7K - $82K
|
9.25K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2K+ 5.6% |
$53K - $54.6K
|
37.7K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.8K- 47.36% |
$660K - $679K
|
27.6K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.89K+ 6.3% |
$50.1K - $51.6K
|
31.8K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-775- 51.98% |
$20.6K - $21.2K
|
716
$19.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.38K+ 10.21% |
$63.2K - $65K
|
25.7K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
202KNew |
$5.36M - $5.52M
|
202K
$5.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-662- 3.54% |
$17.6K - $18.1K
|
18.1K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.56KNew |
$227K - $234K
|
8.56K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78K+ 6.91% |
$2.07M - $2.13M
|
1.21M
$32.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-174K- 79.78% |
$4.63M - $4.76M
|
44.2K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550+ 1.34% |
$14.6K - $15K
|
41.5K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.79K+ 1.97% |
$47.4K - $48.8K
|
92.6K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$431K - $443K
|
16.2K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9K- 52.94% |
$239K - $246K
|
8K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.81K+ 34.49% |
$181K - $186K
|
26.5K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
190New |
$5.04K - $5.19K
|
190
$5.09K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
230KNew |
$6.11M - $6.29M
|
230K
$6.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
860+ 9.26% |
$22.8K - $23.5K
|
10.1K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.77KNew |
$233K - $240K
|
8.77K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-156- 1.19% |
$4.14K - $4.26K
|
12.9K
$346K
|