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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
30.7K+ 14.37% |
$775K - $833K
|
244K
$6.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
12New |
$303 - $326
|
12
$327
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.73K- 50.15% |
$120K - $128K
|
4.71K
$128K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-3.82K- 44.37% |
$96.4K - $104K
|
4.78K
$130K
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.48MNew |
$87.9M - $94.4M
|
3.48M
$94.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
481+ 0.62% |
$12.2K - $13.1K
|
78.5K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
86+ 0.33% |
$2.17K - $2.33K
|
26.2K
$713K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-526- 6.29% |
$13.3K - $14.3K
|
7.84K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-89.6K- 69.46% |
$2.26M - $2.43M
|
39.4K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.29K- 22.78% |
$108K - $116K
|
14.5K
$396K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$114K - $122K
|
4.49K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 43.38% |
$169K - $181K
|
8.71K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-37.9K- 99.97% |
$958K - $1.03M
|
12
$327
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-555- 31.09% |
$14K - $15.1K
|
1.23K
$33.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-572K- 97.64% |
$14.5M - $15.5M
|
13.9K
$377K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
327+ 4.07% |
$8.71K - $8.87K
|
8.36K
$228K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.05KNew |
$54.7K - $55.7K
|
2.05K
$55.9K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39.9K- 53.25% |
$1.06M - $1.08M
|
35K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
137KNew |
$3.65M - $3.72M
|
137K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-82.1K- 71.8% |
$2.19M - $2.23M
|
32.2K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-421- 16.22% |
$11.2K - $11.4K
|
2.18K
$59.2K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
154KNew |
$4.09M - $4.17M
|
154K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
483+ 4.91% |
$12.9K - $13.1K
|
10.3K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$466K - $475K
|
17.5K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.76K- 75.74% |
$47K - $47.9K
|
565
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
326+ 3.81% |
$8.68K - $8.85K
|
8.88K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
13.7K+ 150.52% |
$366K - $373K
|
22.9K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19KNew |
$58.4K - $59.5K
|
2.19K
$59.7K
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2MNew |
$53.3M - $54.3M
|
2M
$54.5M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
17.4KNew |
$464K - $472K
|
17.4K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-146- 1.76% |
$3.89K - $3.96K
|
8.13K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 59.59% |
$287K - $292K
|
28.8K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-72- 5.74% |
$1.92K - $1.95K
|
1.18K
$32.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.7K+ 2.14% |
$45.4K - $46.2K
|
81.4K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-141- 1.66% |
$3.76K - $3.83K
|
8.37K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
21.7KNew |
$579K - $589K
|
21.7K
$592K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
30.7K+ 32.83% |
$818K - $833K
|
124K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 1.75% |
$26.6 - $27.1
|
56
$1.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.02KNew |
$53.7K - $54.7K
|
2.02K
$54.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31New |
$826 - $841
|
31
$844
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.02% |
$213 - $217
|
44.2K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 0.38% |
$986 - $1K
|
9.87K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$693 - $706
|
26
$708
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 160.0% |
$1.28K - $1.3K
|
78
$2.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 1.05% |
$1.47K - $1.49K
|
5.19K
$141K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$32K - $32.6K
|
1.2K
$32.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-103- 0.98% |
$2.74K - $2.8K
|
10.4K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$273K - $278K
|
10.2K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-38.9K- 38.39% |
$1.04M - $1.05M
|
62.4K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.55K+ 5.33% |
$201K - $205K
|
149K
$4.06M
|
|