Latest Institutional Sells of Ishares Tr Fallen Angels Usd B (FALN)
This list provides information on the latest institutional transactions involving Ishares Tr Fallen Angels Usd B (FALN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-15.4K- 56.09% |
$380K - $391K
|
12.1K
$323K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.45K- 21.94% |
$134K - $138K
|
19.4K
$519K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.57K- 24.69% |
$113K - $116K
|
13.9K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.3K- 60.98% |
$106K - $109K
|
2.75K
$73.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.53K- 21.22% |
$62.3K - $64.1K
|
9.38K
$251K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.34K- 5.76% |
$57.7K - $59.4K
|
38.3K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-2.16K- 5.8% |
$53.1K - $54.7K
|
35K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.08K- 18.5% |
$51.3K - $52.9K
|
9.18K
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.74K- 14.09% |
$42.8K - $44K
|
10.6K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 4.46% |
$41K - $42.2K
|
35.6K
$953K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.47K- 9.32% |
$36.2K - $37.3K
|
14.3K
$383K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.16K- 9.79% |
$28.7K - $29.5K
|
10.7K
$287K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-725- 7.5% |
$17.9K - $18.4K
|
8.94K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-690- 3.29% |
$17K - $17.5K
|
20.3K
$543K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-602- 6.6% |
$14.8K - $15.3K
|
8.52K
$228K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-600- 7.06% |
$14.8K - $15.2K
|
7.9K
$212K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-523- 1.01% |
$12.9K - $13.3K
|
51.2K
$1.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-456- 4.39% |
$11.2K - $11.6K
|
9.93K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-439- 7.96% |
$10.8K - $11.1K
|
5.08K
$136K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-380- 4.51% |
$9.36K - $9.64K
|
8.05K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-362- 74.03% |
$8.92K - $9.18K
|
127
$3.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-313- 3.38% |
$7.71K - $7.94K
|
8.95K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-310- 3.74% |
$7.64K - $7.86K
|
7.99K
$214K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-175- 0.71% |
$4.31K - $4.44K
|
24.5K
$657K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-137- 1.0% |
$3.38K - $3.48K
|
13.5K
$362K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-121- 4.07% |
$2.98K - $3.07K
|
2.85K
$76.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-79- 16.49% |
$1.95K - $2K
|
400
$10.7K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15Closed |
$370 - $381
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-81.9K- 88.18% |
$2.01M - $2.11M
|
11K
$294K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-20K- 50.83% |
$490K - $515K
|
19.3K
$517K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-15.7K- 32.83% |
$386K - $405K
|
32.2K
$861K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.8K- 53.27% |
$314K - $330K
|
11.2K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-8.06K- 81.6% |
$198K - $207K
|
1.82K
$48.6K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.37K- 15.41% |
$82.6K - $86.8K
|
18.5K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.14K- 27.49% |
$52.5K - $55.1K
|
5.64K
$151K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-636- 12.27% |
$15.6K - $16.4K
|
4.55K
$122K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-288- 3.18% |
$7.06K - $7.42K
|
8.76K
$234K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.35% |
$98.1 - $103
|
1.15K
$30.7K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-153K- 88.03% |
$3.63M - $3.87M
|
20.9K
$558K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-70.5K- 56.9% |
$1.67M - $1.78M
|
53.4K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-56K- 87.01% |
$1.33M - $1.41M
|
8.37K
$224K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-46.5K- 73.13% |
$1.1M - $1.17M
|
17.1K
$458K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-22.6K- 68.33% |
$535K - $570K
|
10.5K
$280K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-14.2K- 10.87% |
$336K - $357K
|
116K
$3.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 56.14% |
$287K - $305K
|
9.45K
$253K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.6K- 55.22% |
$251K - $267K
|
8.59K
$230K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 22.29% |
$239K - $254K
|
35.2K
$941K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9KClosed |
$213K - $227K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.97K- 4.14% |
$141K - $151K
|
138K
$3.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-5.9K- 26.65% |
$140K - $149K
|
16.2K
$434K
|
|