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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.9K+ 32.53% |
$1.24M - $1.31M
|
195K
$5.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
139+ 0.22% |
$3.62K - $3.81K
|
64.1K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.03K- 94.16% |
$105K - $110K
|
250
$6.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.8K+ 153.92% |
$646K - $681K
|
41K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 156.76% |
$138K - $146K
|
8.72K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-228- 1.71% |
$5.93K - $6.25K
|
13.1K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.3K- 82.05% |
$33.8K - $35.6K
|
284
$7.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.1K+ 11.98% |
$80.6K - $84.9K
|
28.9K
$784K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$52 - $54.8
|
22.4K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.82K+ 18.3% |
$229K - $242K
|
57K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.44KNew |
$194K - $204K
|
7.44K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
14K+ 1.26% |
$364K - $384K
|
1.13M
$30.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 0.81% |
$390 - $411
|
1.86K
$50.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
104+ 20.08% |
$2.71K - $2.85K
|
622
$16.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
342+ 240.85% |
$8.9K - $9.37K
|
484
$13.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
7.96KNew |
$207K - $218K
|
7.96K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 70.62% |
$184K - $194K
|
17.1K
$464K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.3K+ 2.63% |
$33.8K - $35.6K
|
50.7K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.03K+ 26.63% |
$26.7K - $28.2K
|
4.89K
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 20.87% |
$314K - $331K
|
45.8K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.8K- 24.31% |
$2.21M - $2.33M
|
264K
$7.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-112K- 40.78% |
$2.92M - $3.07M
|
163K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.1K+ 12.34% |
$445K - $469K
|
156K
$4.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.22% |
$26 - $27.4
|
453
$12.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24- 6.06% |
$624 - $658
|
372
$10.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.23KNew |
$32K - $33.7K
|
1.23K
$33.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
8.26K+ 22.01% |
$215K - $226K
|
45.8K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-572- 27.73% |
$14.9K - $15.7K
|
1.49K
$40.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
8+ 0.07% |
$208 - $219
|
12K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.52K+ 17.61% |
$170K - $179K
|
43.6K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.2K- 12.4% |
$161K - $170K
|
43.8K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.4K+ 5.08% |
$608K - $640K
|
483K
$13.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.94K- 9.44% |
$76.6K - $80.7K
|
28.2K
$765K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.64% |
$27.6K - $29.1K
|
23.9K
$649K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.8KNew |
$724K - $763K
|
27.8K
$755K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 37.79% |
$166K - $175K
|
10.5K
$285K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 5.2% |
$334K - $352K
|
260K
$7.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-431- 91.12% |
$11.2K - $11.8K
|
42
$1.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.16K- 13.19% |
$108K - $114K
|
27.4K
$743K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.16KNew |
$212K - $224K
|
8.16K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3K+ 28.05% |
$78.1K - $82.3K
|
13.7K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.91M+ 27.04% |
$49.8M - $52.5M
|
8.99M
$244M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-11.2K- 56.14% |
$291K - $307K
|
8.75K
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.52K+ 5.18% |
$65.4K - $68.9K
|
51.1K
$1.38M
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.2KNew |
$266K - $273K
|
10.2K
$278K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 2.56% |
$101K - $104K
|
148K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28New |
$728 - $747
|
28
$759
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
13.2KNew |
$345K - $353K
|
13.2K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-15.2K- 59.14% |
$396K - $407K
|
10.5K
$285K
|
|