Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
487KNew |
$22.6M - $23.3M
|
487K
$23.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
298K+ 73.73% |
$13.8M - $14.3M
|
703K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263K+ 349.1% |
$12.2M - $12.6M
|
338K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
142KNew |
$6.56M - $6.77M
|
142K
$6.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 6.39% |
$6.27M - $6.47M
|
2.25M
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
111K+ 36.65% |
$5.13M - $5.29M
|
412K
$20.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 6.37% |
$4.95M - $5.1M
|
1.78M
$86.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
102K+ 467.98% |
$4.74M - $4.89M
|
124K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91.7KNew |
$4.25M - $4.38M
|
91.7K
$4.46M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.5K+ 9.0% |
$3.45M - $3.56M
|
902K
$43.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
70.9KNew |
$3.29M - $3.39M
|
70.9K
$3.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.3K+ 7.91% |
$3.26M - $3.36M
|
960K
$46.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.9K+ 423.33% |
$2.69M - $2.77M
|
71.6K
$3.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.1K+ 20.62% |
$2.37M - $2.44M
|
299K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.6KNew |
$2.16M - $2.23M
|
46.6K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.1K+ 6.97% |
$1.95M - $2.01M
|
645K
$31.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 6.06% |
$1.78M - $1.84M
|
672K
$32.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24K+ 167.1% |
$1.11M - $1.15M
|
38.4K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
17.4K+ 22.62% |
$808K - $833K
|
94.4K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17.1K+ 26.58% |
$793K - $818K
|
81.4K
$3.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16K+ 7.45% |
$743K - $766K
|
231K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 11.94% |
$659K - $679K
|
133K
$6.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13.7K+ 4.42% |
$635K - $655K
|
323K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 29.2% |
$631K - $650K
|
60.1K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 7.05% |
$621K - $641K
|
203K
$9.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.6K+ 26.71% |
$540K - $556K
|
55.2K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
11.4K+ 207.78% |
$529K - $545K
|
16.9K
$821K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 1.86% |
$526K - $542K
|
619K
$30.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 59.11% |
$516K - $532K
|
29.9K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.8KNew |
$503K - $519K
|
10.8K
$528K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
10.8K+ 12.56% |
$501K - $516K
|
96.7K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$487K - $502K
|
10.5K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.4K+ 122.83% |
$436K - $450K
|
17.1K
$830K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.91K+ 10.19% |
$413K - $426K
|
96.3K
$4.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
8.63K+ 7.8% |
$400K - $413K
|
119K
$5.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.57K+ 17.21% |
$398K - $410K
|
58.4K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.59KNew |
$352K - $363K
|
7.59K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.31KNew |
$339K - $350K
|
7.31K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.72K+ 6.24% |
$312K - $322K
|
114K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
6.26K+ 29.18% |
$290K - $299K
|
27.7K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.03K+ 3.67% |
$280K - $288K
|
170K
$8.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.02K+ 67.54% |
$279K - $288K
|
14.9K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.86K+ 0.35% |
$272K - $280K
|
1.68M
$81.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.68K+ 5.41% |
$263K - $272K
|
111K
$5.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.47KNew |
$254K - $262K
|
5.47K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.41K+ 5.07% |
$251K - $259K
|
112K
$5.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.33K+ 68.7% |
$247K - $255K
|
13.1K
$636K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.09KNew |
$236K - $243K
|
5.09K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.98K+ 9.5% |
$231K - $238K
|
57.4K
$2.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.67K+ 4.37% |
$217K - $223K
|
111K
$5.42M
|