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 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
4.45KNew |
$207K - $213K
|
4.45K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 2.94% |
$190K - $196K
|
144K
$7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.01K+ 17.33% |
$186K - $192K
|
27.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.98K+ 17.51% |
$185K - $190K
|
26.7K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.15K+ 1.26% |
$146K - $151K
|
254K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14K+ 7.02% |
$146K - $150K
|
47.8K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.01K+ 5.72% |
$140K - $144K
|
55.7K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.84K+ 1.71% |
$132K - $136K
|
169K
$8.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.79K+ 1.58% |
$129K - $133K
|
179K
$8.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.78K+ 0.82% |
$129K - $133K
|
341K
$16.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89K+ 38.98% |
$87.4K - $90.2K
|
6.72K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 5.89% |
$85.3K - $88K
|
33.1K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.8K+ 4.46% |
$83.6K - $86.2K
|
42.2K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
$67.5K - $69.6K
|
1.45K
$70.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.44K+ 1.09% |
$66.9K - $69K
|
133K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.29K+ 32.42% |
$60K - $61.9K
|
5.29K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.18K+ 21.54% |
$54.7K - $56.4K
|
6.65K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.11K+ 19.29% |
$51.6K - $53.2K
|
6.88K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.1K+ 8.87% |
$50.9K - $52.5K
|
13.5K
$655K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 101.7% |
$50K - $51.6K
|
2.14K
$104K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
976+ 4.59% |
$45.3K - $46.7K
|
22.3K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
879+ 42.82% |
$40.8K - $42.1K
|
2.93K
$143K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
875+ 26.6% |
$40.6K - $41.9K
|
4.16K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
743+ 9.34% |
$34.5K - $35.5K
|
8.7K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
732+ 4.21% |
$34K - $35K
|
18.1K
$881K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
645+ 1.18% |
$29.9K - $30.9K
|
55.3K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
627+ 65.65% |
$29.1K - $30K
|
1.58K
$77K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
575New |
$26.7K - $27.5K
|
575
$28K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
476+ 2.34% |
$22.1K - $22.8K
|
20.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465New |
$21.6K - $22.2K
|
465
$22.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
441+ 3.25% |
$20.5K - $21.1K
|
14K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
329+ 274.17% |
$15.3K - $15.7K
|
449
$21.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
292+ 5.09% |
$13.5K - $14K
|
6.03K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
291+ 0.36% |
$13.5K - $13.9K
|
80.1K
$3.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
268+ 2.03% |
$12.4K - $12.8K
|
13.5K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
163+ 0.05% |
$7.56K - $7.8K
|
319K
$15.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$6.26K - $6.46K
|
135
$6.57K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 11.83% |
$4.64K - $4.78K
|
945
$46K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
97New |
$4.5K - $4.64K
|
97
$4.72K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.33% |
$1.58K - $1.63K
|
10.4K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
BUY
|
- |
31+ 0.19% |
$1.44K - $1.48K
|
16.4K
$800K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
22+ 0.49% |
$1.02K - $1.05K
|
4.53K
$220K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 14.53% |
$789 - $813
|
134
$6.52K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.24% |
$649 - $670
|
5.75K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9New |
$418 - $431
|
9
$438
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 1.22% |
$278 - $287
|
498
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.77% |
$46.4 - $47.8
|
131
$6.37K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.83% |
$46.4 - $47.8
|
122
$5.94K
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|