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 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2- 0.98% |
$92.8 - $95.7
|
202
$9.83K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-24- 0.48% |
$1.11K - $1.15K
|
5.02K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 1.68% |
$3.71K - $3.83K
|
4.69K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-101- 1.51% |
$4.69K - $4.83K
|
6.6K
$321K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-147- 0.42% |
$6.82K - $7.03K
|
34.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-170- 0.56% |
$7.89K - $8.13K
|
30.2K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-222- 3.46% |
$10.3K - $10.6K
|
6.19K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 5.63% |
$13.6K - $14.1K
|
4.93K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-333- 2.53% |
$15.4K - $15.9K
|
12.8K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-377- 6.16% |
$17.5K - $18K
|
5.75K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-505- 9.88% |
$23.4K - $24.2K
|
4.6K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-542- 21.65% |
$25.1K - $25.9K
|
1.96K
$95.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-588- 3.35% |
$27.3K - $28.1K
|
16.9K
$824K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-631- 1.77% |
$29.3K - $30.2K
|
35.1K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-905- 4.28% |
$42K - $43.3K
|
20.3K
$985K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-958- 35.49% |
$44.4K - $45.8K
|
1.74K
$84.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.1K- 11.83% |
$51.2K - $52.8K
|
8.22K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.74K- 63.78% |
$80.7K - $83.2K
|
988
$48.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.89K- 5.36% |
$87.8K - $90.5K
|
33.4K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 27.37% |
$89.5K - $92.3K
|
5.12K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.94K- 5.09% |
$89.8K - $92.6K
|
36.1K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.2K- 15.73% |
$102K - $105K
|
11.8K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 26.54% |
$119K - $123K
|
7.09K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.84K- 2.92% |
$132K - $136K
|
94.3K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.33K- 14.29% |
$154K - $159K
|
20K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.96K- 17.66% |
$184K - $190K
|
18.5K
$899K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.27K- 42.79% |
$198K - $204K
|
5.7K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.58K- 3.41% |
$259K - $267K
|
158K
$7.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.66K- 6.69% |
$263K - $271K
|
79K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.09K- 1.71% |
$282K - $291K
|
351K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.4K- 43.1% |
$297K - $306K
|
8.45K
$411K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.93K- 41.57% |
$368K - $379K
|
11.1K
$542K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-12K- 43.2% |
$557K - $574K
|
15.8K
$768K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 53.84% |
$581K - $599K
|
10.7K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 6.98% |
$592K - $611K
|
170K
$8.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-18K- 63.22% |
$836K - $862K
|
10.5K
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-18.7K- 70.12% |
$867K - $894K
|
7.96K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-19.6K- 5.3% |
$911K - $939K
|
351K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-20.4K- 59.61% |
$947K - $976K
|
13.8K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.3K- 43.02% |
$990K - $1.02M
|
28.3K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 1.34% |
$1.07M - $1.1M
|
1.69M
$82.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.8K- 57.84% |
$1.76M - $1.81M
|
27.6K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-42.2K- 51.56% |
$1.96M - $2.02M
|
39.6K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-43.4K- 24.67% |
$2.01M - $2.08M
|
133K
$6.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54.9K- 55.82% |
$2.55M - $2.62M
|
43.4K
$2.11M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-97.3K- 78.35% |
$4.51M - $4.65M
|
26.9K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.06M- 72.16% |
$49.2M - $50.8M
|
409K
$19.9M
|