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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 6.37% |
$4.95M - $5.1M
|
1.78M
$84.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.9K+ 423.33% |
$2.69M - $2.77M
|
71.6K
$3.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.1K+ 20.62% |
$2.37M - $2.44M
|
299K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24K+ 167.1% |
$1.11M - $1.15M
|
38.4K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
17.4K+ 22.62% |
$808K - $833K
|
94.4K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17.1K+ 26.58% |
$793K - $818K
|
81.4K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16K+ 7.45% |
$743K - $766K
|
231K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 29.2% |
$631K - $650K
|
60.1K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.6K+ 26.71% |
$540K - $556K
|
55.2K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.57K+ 17.21% |
$398K - $410K
|
58.4K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.72K+ 6.24% |
$312K - $322K
|
114K
$5.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.33K+ 68.7% |
$247K - $255K
|
13.1K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.67K+ 4.37% |
$217K - $223K
|
111K
$5.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
4.45KNew |
$207K - $213K
|
4.45K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 2.94% |
$190K - $196K
|
144K
$6.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.01K+ 17.33% |
$186K - $192K
|
27.1K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.84K+ 1.71% |
$132K - $136K
|
169K
$8.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 101.7% |
$50K - $51.6K
|
2.14K
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
476+ 2.34% |
$22.1K - $22.8K
|
20.8K
$991K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
441+ 3.25% |
$20.5K - $21.1K
|
14K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
292+ 5.09% |
$13.5K - $14K
|
6.03K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
291+ 0.36% |
$13.5K - $13.9K
|
80.1K
$3.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$6.26K - $6.46K
|
135
$6.42K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 11.83% |
$4.64K - $4.78K
|
945
$45K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
97New |
$4.5K - $4.64K
|
97
$4.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.33% |
$1.58K - $1.63K
|
10.4K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 1.68% |
$3.71K - $3.83K
|
4.69K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-101- 1.51% |
$4.69K - $4.83K
|
6.6K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-222- 3.46% |
$10.3K - $10.6K
|
6.19K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 5.63% |
$13.6K - $14.1K
|
4.93K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-333- 2.53% |
$15.4K - $15.9K
|
12.8K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-905- 4.28% |
$42K - $43.3K
|
20.3K
$964K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.94K- 5.09% |
$89.8K - $92.6K
|
36.1K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.2K- 15.73% |
$102K - $105K
|
11.8K
$561K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 26.54% |
$119K - $123K
|
7.09K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.4K- 43.1% |
$297K - $306K
|
8.45K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 53.84% |
$581K - $599K
|
10.7K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-18.7K- 70.12% |
$867K - $894K
|
7.96K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-20.4K- 59.61% |
$947K - $976K
|
13.8K
$658K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.8K- 57.84% |
$1.76M - $1.81M
|
27.6K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-43.4K- 24.67% |
$2.01M - $2.08M
|
133K
$6.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54.9K- 55.82% |
$2.55M - $2.62M
|
43.4K
$2.07M
|