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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-16.7K- 15.39% |
$443K - $456K
|
91.7K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-17K- 32.36% |
$452K - $465K
|
35.6K
$962K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.9K- 64.36% |
$555K - $571K
|
11.6K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.6K- 10.25% |
$654K - $673K
|
216K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.8K- 47.36% |
$660K - $679K
|
27.6K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.5K- 13.63% |
$782K - $805K
|
187K
$5.05M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 79.26% |
$818K - $842K
|
8.06K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.6K- 6.33% |
$946K - $973K
|
527K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-50.9K- 33.45% |
$1.35M - $1.39M
|
101K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-53.8K- 42.95% |
$1.43M - $1.47M
|
71.5K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-57.3K- 83.79% |
$1.52M - $1.56M
|
11.1K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-60.9K- 70.59% |
$1.62M - $1.66M
|
25.4K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.6K- 2.59% |
$1.85M - $1.9M
|
2.62M
$70.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-106K- 48.6% |
$2.81M - $2.89M
|
112K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-117K- 5.16% |
$3.12M - $3.21M
|
2.16M
$58.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-123K- 99.95% |
$3.26M - $3.35M
|
60
$1.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-134K- 72.93% |
$3.56M - $3.67M
|
49.8K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-136K- 87.87% |
$3.62M - $3.72M
|
18.8K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 63.13% |
$4.43M - $4.56M
|
97.4K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173K- 26.24% |
$4.58M - $4.72M
|
485K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-174K- 79.78% |
$4.63M - $4.76M
|
44.2K
$1.19M
|