Purchases and Sales Made in Q4 2024 in Ishares Tr Fallen Angels Usd B (FALN)

FALN Quotes by TradingView

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
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
950
New
$25.2K - $26K
950 $25.7K
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
860
+ 9.26%
$22.8K - $23.5K
10.1K $274K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
812
New
$21.6K - $22.2K
812 $21.9K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
730
+ 1.08%
$19.4K - $19.9K
68.5K $1.85M
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
716
+ 62.86%
$19K - $19.6K
1.86K $50.1K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
683
+ 7.46%
$18.1K - $18.7K
9.84K $266K
Jan 31, 2025 Q4 2024
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
586
+ 6.62%
$15.6K - $16K
9.44K $255K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
550
+ 1.34%
$14.6K - $15K
41.5K $1.12M
Feb 11, 2025 Q4 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
536
+ 5.01%
$14.2K - $14.6K
11.2K $304K
Jan 16, 2025 Q4 2024
Focus Wealth Advisors, LLC

BUY
 -
534
+ 0.8%
$14.2K - $14.6K
67.7K $1.83M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
434
+ 193.75%
$11.5K - $11.9K
658 $17.8K
Feb 14, 2025 Q4 2024
Esl Trust Services, LLC

BUY
 -
385
+ 0.03%
$10.2K - $10.5K
1.12M $30.1M
Jan 16, 2025 Q4 2024
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
379
+ 0.24%
$10.1K - $10.4K
155K $4.19M
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
361
+ 0.52%
$9.58K - $9.86K
69.2K $1.87M
Jan 23, 2025 Q4 2024
Intergy Private Wealth, LLC

BUY
 -
322
+ 3.69%
$8.55K - $8.8K
9.06K $245K
Feb 13, 2025 Q4 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
312
+ 271.3%
$8.28K - $8.52K
427 $11.5K
Feb 10, 2025 Q4 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
303
+ 3.18%
$8.04K - $8.28K
9.84K $266K
Jan 23, 2025 Q4 2024
Tria Gen Wealth Management LLC

BUY
 -
285
+ 0.94%
$7.57K - $7.79K
30.5K $824K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
278
+ 2.13%
$7.38K - $7.59K
13.3K $360K
Feb 12, 2025 Q4 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
226
+ 2.35%
$6K - $6.17K
9.86K $266K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
218
+ 0.61%
$5.79K - $5.96K
35.7K $965K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
218
+ 52.91%
$5.79K - $5.96K
630 $17K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
190
New
$5.04K - $5.19K
190 $5.13K
Jan 21, 2025 Q4 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
152
+ 0.89%
$4.04K - $4.15K
17.2K $464K
Feb 13, 2025 Q4 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
150
+ 0.19%
$3.98K - $4.1K
79.7K $2.15M
Feb 11, 2025 Q4 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
143
+ 1.74%
$3.8K - $3.91K
8.38K $226K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
125
New
$3.32K - $3.42K
125 $3.38K
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
96
+ 8.53%
$2.55K - $2.62K
1.22K $33K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
75
New
$1.99K - $2.05K
75 $2.03K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
73
New
$1.94K - $1.99K
73 $1.97K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
57
New
$1.51K - $1.56K
57 $1.54K
Feb 14, 2025 Q4 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
42
+ 1.84%
$1.12K - $1.15K
2.33K $62.9K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
33
New
$876 - $902
33 $892
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
27
+ 1.12%
$717 - $738
2.45K $66.1K
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
25
New
$664 - $683
25 $676
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
20
+ 6.33%
$531 - $546
336 $9.08K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
18
+ 3.14%
$478 - $492
592 $16K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
5
New
$133 - $137
5 $135
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
3
New
$79.7 - $82
3 $81.1
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
2
+ 1.8%
$53.1 - $54.6
113 $3.05K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1
New
$26.6 - $27.3
1 $27
Feb 04, 2025 Q4 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
1
+ 0.0%
$26.6 - $27.3
22.4K $604K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

SELL
 -
-1
- 0.02%
$26.6 - $27.3
4.05K $109K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 0.11%
$26.6 - $27.3
904 $24.4K
Feb 14, 2025 Q4 2024
Financial Advisory Service, Inc.

SELL
 -
-3
- 0.81%
$79.7 - $82
369 $9.97K
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

SELL
 -
-6
- 0.02%
$159 - $164
24.4K $660K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
SELL
 -
-31
- 45.59%
$823 - $847
37 $1K
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
SELL
 -
-39
- 6.69%
$1.04K - $1.07K
544 $14.7K
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
SELL
 -
-50
- 0.66%
$1.33K - $1.37K
7.57K $205K

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