Purchases and Sales Made in Q1 2024 in Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST AAA-A RATED CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
343+ 8.18% |
$16.1K - $16.5K
|
4.53K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
276+ 2.03% |
$12.9K - $13.3K
|
13.8K
$641K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237New |
$11.1K - $11.4K
|
237
$11K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.37K - $9.63K
|
200
$9.26K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
169+ 30.78% |
$7.91K - $8.13K
|
718
$33.2K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
140+ 0.17% |
$6.56K - $6.74K
|
83.1K
$3.85M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.11% |
$2.34K - $2.41K
|
2.42K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
25+ 0.47% |
$1.17K - $1.2K
|
5.39K
$249K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$1.17K - $1.2K
|
25
$1.16K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$93.7 - $96.3
|
2
$92.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.42% |
$46.8 - $48.1
|
236
$10.9K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7- 2.67% |
$328 - $337
|
255
$11.8K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-21- 0.16% |
$983 - $1.01K
|
12.9K
$595K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-41- 0.53% |
$1.92K - $1.97K
|
7.74K
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-49- 0.95% |
$2.29K - $2.36K
|
5.11K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-90- 4.43% |
$4.21K - $4.33K
|
1.94K
$89.8K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-180- 38.46% |
$8.43K - $8.66K
|
288
$13.3K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-250- 2.36% |
$11.7K - $12K
|
10.4K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-270- 2.49% |
$12.6K - $13K
|
10.6K
$490K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-322- 5.4% |
$15.1K - $15.5K
|
5.65K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-456- 6.2% |
$21.4K - $21.9K
|
6.9K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-521- 2.5% |
$24.4K - $25.1K
|
20.4K
$942K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-550- 2.71% |
$25.8K - $26.5K
|
19.8K
$915K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-760- 2.13% |
$35.6K - $36.6K
|
34.8K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-969- 4.75% |
$45.4K - $46.6K
|
19.4K
$900K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 4.45% |
$47.9K - $49.2K
|
22K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.2K- 20.89% |
$56.1K - $57.7K
|
4.54K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.32K- 14.97% |
$61.6K - $63.3K
|
7.47K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-2.14K- 4.62% |
$100K - $103K
|
44K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.25K- 0.79% |
$105K - $108K
|
282K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 9.64% |
$124K - $127K
|
24.8K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.79K- 8.11% |
$178K - $183K
|
43K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.87K- 34.99% |
$228K - $234K
|
9.05K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.36K- 49.66% |
$251K - $258K
|
5.43K
$251K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.69K- 2.71% |
$313K - $322K
|
241K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.25K- 23.71% |
$340K - $349K
|
23.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.44K- 3.01% |
$395K - $406K
|
272K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.91K- 3.28% |
$464K - $477K
|
292K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.2K- 28.46% |
$479K - $492K
|
25.7K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.2K- 6.02% |
$527K - $541K
|
176K
$8.13M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-11.8K- 8.99% |
$553K - $568K
|
120K
$5.53M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12.2K- 12.88% |
$570K - $586K
|
82.3K
$3.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-22.5K- 62.62% |
$1.05M - $1.08M
|
13.4K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.6K- 30.71% |
$1.15M - $1.19M
|
55.6K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25K- 53.51% |
$1.17M - $1.2M
|
21.7K
$1.01M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.7K- 13.76% |
$1.44M - $1.48M
|
192K
$8.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-33.8K- 2.42% |
$1.58M - $1.63M
|
1.36M
$63M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50.8K- 28.96% |
$2.38M - $2.45M
|
125K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.7K- 22.15% |
$2.51M - $2.58M
|
189K
$8.74M
|