Purchases and Sales Made in Q1 2025 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 2025. 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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.19M+ 424.7% |
$55M - $57M
|
1.47M
$71.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
797K+ 60.36% |
$36.8M - $38.1M
|
2.12M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
493K+ 40.22% |
$22.8M - $23.6M
|
1.72M
$83.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
302KNew |
$13.9M - $14.5M
|
302K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 35.09% |
$10.7M - $11.1M
|
889K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
175K+ 40.47% |
$8.09M - $8.38M
|
608K
$29.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 10.62% |
$7.41M - $7.67M
|
1.67M
$81.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 72.34% |
$6.6M - $6.84M
|
341K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
108KNew |
$4.97M - $5.15M
|
108K
$5.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75K+ 53.51% |
$3.46M - $3.59M
|
215K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.5K+ 13.11% |
$3.39M - $3.51M
|
634K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
73.3K+ 62.79% |
$3.38M - $3.51M
|
190K
$9.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.6K+ 41.45% |
$3.35M - $3.47M
|
248K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.2K+ 7.99% |
$2.83M - $2.93M
|
828K
$40.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53.6K+ 3.3% |
$2.47M - $2.56M
|
1.68M
$81.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
46.8K+ 5.63% |
$2.16M - $2.24M
|
878K
$42.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.6KNew |
$2.15M - $2.23M
|
46.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43.3K+ 13.25% |
$2M - $2.07M
|
370K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
40.2K+ 90.23% |
$1.86M - $1.92M
|
84.7K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
39.4K+ 104.75% |
$1.82M - $1.89M
|
77K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.8KNew |
$1.7M - $1.76M
|
36.8K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.6K+ 53.66% |
$1.69M - $1.75M
|
105K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 46.7% |
$1.57M - $1.63M
|
107K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
27.7K+ 174.82% |
$1.28M - $1.33M
|
43.6K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
26.4K+ 69.45% |
$1.22M - $1.26M
|
64.3K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.8K+ 210.83% |
$1.19M - $1.23M
|
38K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6K+ 80.6% |
$1.18M - $1.23M
|
57.5K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23.1KNew |
$1.07M - $1.11M
|
23.1K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.5K+ 8.05% |
$1.04M - $1.08M
|
302K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.7K+ 28.75% |
$1M - $1.04M
|
97.2K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
21.4KNew |
$990K - $1.03M
|
21.4K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
21.2KNew |
$977K - $1.01M
|
21.2K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
21.1K+ 67.33% |
$973K - $1.01M
|
52.4K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18.5K+ 54.22% |
$855K - $886K
|
52.7K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4KNew |
$663K - $687K
|
14.4K
$699K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$632K - $655K
|
13.7K
$666K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13.6K+ 64.55% |
$629K - $652K
|
34.7K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.2KNew |
$611K - $633K
|
13.2K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$604K - $626K
|
13.1K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13K+ 17.55% |
$602K - $624K
|
87.4K
$4.25M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
12.7K+ 17.35% |
$587K - $608K
|
85.9K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 111.47% |
$553K - $573K
|
22.7K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.9K+ 166.81% |
$551K - $571K
|
19.1K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 17.41% |
$515K - $534K
|
75.3K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.9KNew |
$457K - $474K
|
9.9K
$482K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.78K+ 81.01% |
$452K - $468K
|
21.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.78K+ 81.01% |
$452K - $468K
|
21.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.72K+ 47.19% |
$449K - $465K
|
30.3K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.49K+ 26.98% |
$438K - $454K
|
44.7K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.47K+ 5.67% |
$437K - $453K
|
176K
$8.58M
|