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 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
328+ 52.31% |
$15.1K - $15.7K
|
955
$46.5K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
312+ 2.43% |
$14.4K - $14.9K
|
13.2K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
294+ 12.08% |
$13.6K - $14.1K
|
2.73K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
287+ 0.07% |
$13.3K - $13.7K
|
404K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
251New |
$11.6K - $12K
|
251
$12.2K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
244+ 5.58% |
$11.3K - $11.7K
|
4.61K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
240+ 1.29% |
$11.1K - $11.5K
|
18.8K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
207+ 2.12% |
$9.56K - $9.9K
|
9.97K
$485K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
174New |
$8.04K - $8.32K
|
174
$8.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
136+ 1.37% |
$6.28K - $6.51K
|
10.1K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
120New |
$5.54K - $5.74K
|
120
$5.84K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80+ 10.46% |
$3.69K - $3.83K
|
845
$41.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43+ 49.43% |
$1.99K - $2.06K
|
130
$6.33K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39New |
$1.8K - $1.87K
|
39
$1.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.86% |
$1.06K - $1.1K
|
2.7K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
15+ 0.33% |
$693 - $718
|
4.5K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 5.51% |
$323 - $335
|
134
$6.52K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 2.99% |
$92.4 - $95.7
|
65
$3.16K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 12.69% |
$785 - $813
|
117
$5.69K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-36- 15.0% |
$1.66K - $1.72K
|
204
$9.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-42- 0.55% |
$1.94K - $2.01K
|
7.63K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-71- 9.23% |
$3.28K - $3.4K
|
698
$34K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-155- 3.04% |
$7.16K - $7.42K
|
4.94K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-304- 0.12% |
$14K - $14.5K
|
251K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-326- 5.88% |
$15.1K - $15.6K
|
5.22K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-410- 3.88% |
$18.9K - $19.6K
|
10.1K
$494K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-492- 50.0% |
$22.7K - $23.5K
|
492
$23.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-510- 0.46% |
$23.6K - $24.4K
|
111K
$5.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-662- 6.01% |
$30.6K - $31.7K
|
10.4K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-854- 87.59% |
$39.4K - $40.9K
|
121
$5.89K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-860- 3.66% |
$39.7K - $41.1K
|
22.6K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 0.82% |
$53.6K - $55.5K
|
140K
$6.8M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 0.66% |
$54K - $56K
|
176K
$8.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 5.71% |
$56.8K - $58.9K
|
20.3K
$990K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.27K- 1.53% |
$58.6K - $60.7K
|
81.7K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.35K- 3.69% |
$62.3K - $64.6K
|
35.3K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.75K- 4.67% |
$80.9K - $83.8K
|
35.7K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.81K- 0.98% |
$83.6K - $86.6K
|
183K
$8.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.38K- 19.77% |
$110K - $114K
|
9.66K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.98K- 5.65% |
$138K - $143K
|
49.8K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.79K- 2.26% |
$175K - $181K
|
164K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.11K- 18.98% |
$190K - $197K
|
17.5K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.16K- 22.91% |
$192K - $199K
|
14K
$680K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.49K- 66.14% |
$254K - $263K
|
2.81K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.91K- 20.25% |
$273K - $283K
|
23.3K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6K- 43.33% |
$277K - $287K
|
7.85K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.65KClosed |
$353K - $366K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.89K- 11.02% |
$457K - $473K
|
79.8K
$3.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-12.5K- 31.11% |
$579K - $600K
|
27.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.7K- 26.33% |
$819K - $848K
|
49.6K
$2.41M
|