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 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
140KNew |
$3.76M - $3.88M
|
140K
$3.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-101- 14.72% |
$2.71K - $2.81K
|
585
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
334K+ 41.73% |
$8.97M - $9.27M
|
1.13M
$30.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.38KNew |
$225K - $233K
|
8.38K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.41KNew |
$199K - $206K
|
7.41K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-24.7K- 8.84% |
$665K - $687K
|
255K
$6.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-171- 0.1% |
$4.6K - $4.75K
|
175K
$4.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-264- 3.52% |
$7.1K - $7.33K
|
7.24K
$197K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-151- 4.87% |
$4.06K - $4.19K
|
2.95K
$80.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2K+ 20.0% |
$53.8K - $55.6K
|
12K
$327K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.7K+ 25.51% |
$1.47M - $1.52M
|
269K
$7.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
205+ 2.37% |
$5.51K - $5.69K
|
8.87K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10.8K+ 14.16% |
$291K - $301K
|
87.3K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
558+ 1.35% |
$15K - $15.5K
|
42K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-747- 1.19% |
$20.1K - $20.8K
|
61.9K
$1.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-138- 5.57% |
$3.71K - $3.83K
|
2.34K
$63.7K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.2K- 9.18% |
$32.2K - $33.3K
|
11.8K
$323K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-42.9K- 18.83% |
$1.15M - $1.19M
|
185K
$5.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5.27K- 4.09% |
$142K - $146K
|
124K
$3.36M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
308+ 1.65% |
$8.28K - $8.56K
|
18.9K
$516K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-952- 10.9% |
$25.6K - $26.4K
|
7.78K
$212K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-169K- 56.02% |
$4.27M - $4.59M
|
133K
$3.61M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
138KNew |
$3.49M - $3.75M
|
138K
$3.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-451K- 78.89% |
$11.4M - $12.2M
|
121K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
116New |
$2.93K - $3.15K
|
116
$3.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
70.1K+ 116.49% |
$1.77M - $1.9M
|
130K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-5.8K- 32.95% |
$147K - $157K
|
11.8K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-174- 1.02% |
$4.4K - $4.72K
|
16.8K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17+ 425.0% |
$430 - $461
|
21
$572
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
164KNew |
$4.14M - $4.45M
|
164K
$4.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32New |
$809 - $868
|
32
$872
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.63K- 42.96% |
$168K - $180K
|
8.8K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$25.3 - $27.1
|
1
$27.2
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
16.5KNew |
$418K - $449K
|
16.5K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.41KNew |
$35.7K - $38.3K
|
1.41K
$38.5K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-261- 99.24% |
$6.6K - $7.08K
|
2
$54.5
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-8- 0.06% |
$202 - $217
|
13.3K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-709- 51.04% |
$17.9K - $19.2K
|
680
$18.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-83- 85.57% |
$2.1K - $2.25K
|
14
$381
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.5K+ 12.28% |
$366K - $393K
|
132K
$3.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-928K- 71.72% |
$23.5M - $25.2M
|
366K
$9.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
280KNew |
$7.07M - $7.59M
|
280K
$7.62M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-151K- 64.05% |
$3.81M - $4.09M
|
84.5K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
129+ 0.73% |
$3.26K - $3.5K
|
17.9K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$329 - $353
|
13
$354
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
144+ 1.46% |
$3.64K - $3.91K
|
9.99K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.57K- 18.21% |
$64.9K - $69.7K
|
11.5K
$314K
|
|