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 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-523- 63.24% |
$14.1K - $14.5K
|
304
$8.28K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4.53K+ 6.14% |
$122K - $126K
|
78.3K
$2.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.87KNew |
$265K - $274K
|
9.87K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
53.5K+ 121.36% |
$1.44M - $1.49M
|
97.5K
$2.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 1.56% |
$215 - $222
|
522
$14.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
693+ 94.16% |
$18.6K - $19.3K
|
1.43K
$38.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
798+ 2.81% |
$21.5K - $22.2K
|
29.2K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
56.8K+ 83.04% |
$1.53M - $1.58M
|
125K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
217+ 2.18% |
$5.83K - $6.03K
|
10.2K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-46- 0.16% |
$1.24K - $1.28K
|
28K
$763K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.65KNew |
$206K - $212K
|
7.65K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
805+ 7.22% |
$21.6K - $22.4K
|
12K
$326K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.51K+ 6.75% |
$148K - $153K
|
87K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 1.85% |
$26.9 - $27.8
|
55
$1.5K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.47K- 11.94% |
$39.6K - $40.9K
|
10.9K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.1K+ 35.92% |
$433K - $447K
|
60.9K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.45K- 8.38% |
$39K - $40.3K
|
15.9K
$432K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
63.5KNew |
$1.71M - $1.76M
|
63.5K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.8K- 23.95% |
$1.04M - $1.08M
|
123K
$3.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
480+ 9.6% |
$12.9K - $13.3K
|
5.48K
$149K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-128K- 39.5% |
$3.43M - $3.54M
|
195K
$5.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.25K+ 8.52% |
$33.5K - $34.6K
|
15.9K
$432K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-41- 6.07% |
$1.1K - $1.14K
|
635
$17.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.81K- 38.43% |
$102K - $106K
|
6.1K
$166K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
151KNew |
$4.07M - $4.21M
|
151K
$4.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.59K- 99.23% |
$96.6K - $99.8K
|
28
$763
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-136K- 44.44% |
$3.66M - $3.78M
|
170K
$4.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.02K- 15.3% |
$216K - $223K
|
44.4K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
462+ 1.71% |
$12.4K - $12.8K
|
27.5K
$750K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78.1KNew |
$2.1M - $2.17M
|
78.1K
$2.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.1K- 2.2% |
$56.3K - $58.2K
|
93.1K
$2.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
204K+ 58.77% |
$5.48M - $5.67M
|
551K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-4.78K- 3.03% |
$129K - $133K
|
153K
$4.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
329+ 3.44% |
$8.84K - $9.14K
|
9.9K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.47K+ 7.93% |
$39.5K - $40.9K
|
20K
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 4.1% |
$42.9K - $44.4K
|
40.6K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.38K- 1.47% |
$90.8K - $93.9K
|
227K
$6.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-4.08K- 11.19% |
$110K - $113K
|
32.4K
$882K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.71K+ 29.36% |
$261K - $270K
|
42.8K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-55- 0.16% |
$1.48K - $1.53K
|
34K
$925K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
100+ 0.36% |
$2.69K - $2.78K
|
27.6K
$753K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 3.48% |
$26.9K - $27.8K
|
27.7K
$755K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.02K- 3.07% |
$81.2K - $83.9K
|
95.3K
$2.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-4.71K- 33.29% |
$127K - $131K
|
9.43K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
557+ 3.85% |
$15K - $15.5K
|
15K
$409K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 2.16% |
$5.38K - $5.56K
|
9.05K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-350- 1.35% |
$9.41K - $9.72K
|
25.6K
$698K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.76KNew |
$262K - $271K
|
9.76K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
23.3K+ 9.43% |
$625K - $646K
|
270K
$7.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$26.9 - $27.8
|
39
$1.06K
|
|