Purchases and Sales Made in Q4 2024 in Ishares Tr Fallen Angels Usd B (FALN)
This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR FALLEN ANGELS USD B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
589K+ 70.81% |
$15.6M - $16.1M
|
1.42M
$38.4M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
584KNew |
$15.5M - $15.9M
|
584K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575K+ 6.4% |
$15.3M - $15.7M
|
9.57M
$258M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
373K+ 30.55% |
$9.89M - $10.2M
|
1.59M
$43M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
230KNew |
$6.11M - $6.29M
|
230K
$6.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
219KNew |
$5.8M - $5.97M
|
219K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
215K+ 22.07% |
$5.72M - $5.88M
|
1.19M
$32.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
202KNew |
$5.36M - $5.52M
|
202K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
174K+ 40.82% |
$4.63M - $4.77M
|
602K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
171K+ 28.41% |
$4.54M - $4.68M
|
774K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
170KNew |
$4.51M - $4.64M
|
170K
$4.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
163KNew |
$4.33M - $4.46M
|
163K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
160KNew |
$4.25M - $4.37M
|
160K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
139K+ 16.57% |
$3.7M - $3.81M
|
980K
$26.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
118KNew |
$3.13M - $3.22M
|
118K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 58.29% |
$3.02M - $3.11M
|
309K
$8.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
101KNew |
$2.68M - $2.76M
|
101K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
99.2KNew |
$2.63M - $2.71M
|
99.2K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
93.5KNew |
$2.48M - $2.55M
|
93.5K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78K+ 6.91% |
$2.07M - $2.13M
|
1.21M
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.1K+ 82.63% |
$1.81M - $1.86M
|
151K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.3K+ 3.29% |
$1.68M - $1.73M
|
1.98M
$53.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.8KNew |
$1.45M - $1.5M
|
54.8K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
48.8KNew |
$1.3M - $1.33M
|
48.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
46.7KNew |
$1.24M - $1.28M
|
46.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
45.8K+ 187.26% |
$1.22M - $1.25M
|
70.3K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.1K+ 149.81% |
$1.17M - $1.2M
|
73.5K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
34.4K+ 53.65% |
$914K - $940K
|
98.5K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.7KNew |
$814K - $838K
|
30.7K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.6K+ 166.97% |
$760K - $782K
|
45.7K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25.6K+ 8.72% |
$681K - $701K
|
320K
$8.64M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
23.2KNew |
$616K - $634K
|
23.2K
$627K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.6K+ 163.32% |
$600K - $618K
|
36.4K
$985K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
21K+ 39.78% |
$558K - $574K
|
73.8K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
19.8K+ 7.62% |
$527K - $542K
|
280K
$7.57M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 8.19% |
$457K - $470K
|
227K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$431K - $443K
|
16.2K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
15.7K+ 14.58% |
$416K - $428K
|
123K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 4.57% |
$393K - $404K
|
339K
$9.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.46% |
$377K - $388K
|
274K
$7.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14.2K+ 24.88% |
$377K - $388K
|
71.2K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$376K - $387K
|
14.2K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.3KNew |
$352K - $363K
|
13.3K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
11.6K+ 8.02% |
$308K - $317K
|
156K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11.6K+ 34.52% |
$308K - $317K
|
45.2K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
11K+ 128.1% |
$293K - $302K
|
19.7K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.8K+ 9.95% |
$288K - $296K
|
120K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
10.5KNew |
$280K - $288K
|
10.5K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
10.4KNew |
$275K - $283K
|
10.4K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.4K+ 28.55% |
$275K - $283K
|
46.6K
$1.26M
|