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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75K+ 53.51% |
$3.46M - $3.59M
|
215K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.6K+ 41.45% |
$3.35M - $3.47M
|
248K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53.6K+ 3.3% |
$2.47M - $2.56M
|
1.68M
$78.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
39.4K+ 104.75% |
$1.82M - $1.89M
|
77K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.8KNew |
$1.7M - $1.76M
|
36.8K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 46.7% |
$1.57M - $1.63M
|
107K
$4.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.8K+ 210.83% |
$1.19M - $1.23M
|
38K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23.1KNew |
$1.07M - $1.11M
|
23.1K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
21.2KNew |
$977K - $1.01M
|
21.2K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4KNew |
$663K - $687K
|
14.4K
$670K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$632K - $655K
|
13.7K
$638K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13K+ 17.55% |
$602K - $624K
|
87.4K
$4.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.58KNew |
$396K - $411K
|
8.58K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.73KNew |
$265K - $274K
|
5.73K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 66.41% |
$250K - $259K
|
13.6K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.01KNew |
$231K - $240K
|
5.01K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.1K+ 8.11% |
$189K - $196K
|
54.6K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
990+ 58.06% |
$45.7K - $47.4K
|
2.7K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
674+ 217.42% |
$31.1K - $32.2K
|
984
$45.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
474+ 3.3% |
$21.9K - $22.7K
|
14.9K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
413+ 6.57% |
$19.1K - $19.8K
|
6.7K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
365+ 8.28% |
$16.9K - $17.5K
|
4.77K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
136+ 1.37% |
$6.28K - $6.51K
|
10.1K
$470K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80+ 10.46% |
$3.69K - $3.83K
|
845
$39.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-510- 0.46% |
$23.6K - $24.4K
|
111K
$5.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-662- 6.01% |
$30.6K - $31.7K
|
10.4K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 5.71% |
$56.8K - $58.9K
|
20.3K
$949K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.38K- 19.77% |
$110K - $114K
|
9.66K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.89K- 11.02% |
$457K - $473K
|
79.8K
$3.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-12.5K- 31.11% |
$579K - $600K
|
27.8K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25K- 19.0% |
$1.16M - $1.2M
|
107K
$4.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.39M- 98.9% |
$110M - $114M
|
26.6K
$1.24M
|