Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-202- 4.23% |
$9.09K - $10.1K
|
4.57K
$212K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-319- 2.88% |
$14.4K - $15.9K
|
10.7K
$497K
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-380- 0.45% |
$17.1K - $18.9K
|
83.5K
$3.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-408- 4.75% |
$18.4K - $20.3K
|
8.19K
$379K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-499- 3.46% |
$22.5K - $24.9K
|
13.9K
$644K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-550- 1.24% |
$24.8K - $27.4K
|
43.9K
$2.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-680- 0.65% |
$30.6K - $33.9K
|
104K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-746- 3.08% |
$33.6K - $37.2K
|
23.5K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-925- 52.44% |
$41.6K - $46.1K
|
839
$38.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-990- 75.86% |
$44.6K - $49.4K
|
315
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 10.23% |
$45.4K - $50.3K
|
8.85K
$410K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 3.12% |
$46.8K - $51.9K
|
32.3K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.16K- 6.82% |
$52.3K - $58K
|
15.9K
$736K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.39K- 1.53% |
$62.7K - $69.5K
|
89.7K
$4.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.12K- 10.23% |
$95.3K - $106K
|
18.6K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.76K- 0.25% |
$124K - $138K
|
1.09M
$50.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.12K- 60.45% |
$140K - $155K
|
2.04K
$94.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.44K- 2.5% |
$200K - $221K
|
173K
$8.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.64K- 9.45% |
$254K - $281K
|
54K
$2.5M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.64K- 9.45% |
$254K - $281K
|
54K
$2.5M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.34K- 20.59% |
$285K - $316K
|
24.4K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.6K- 34.78% |
$297K - $329K
|
12.4K
$573K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-6.66KClosed |
$300K - $332K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-6.79K- 5.89% |
$306K - $339K
|
109K
$5.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-7.41K- 3.39% |
$333K - $369K
|
211K
$9.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 38.07% |
$645K - $715K
|
23.3K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.5K- 5.0% |
$653K - $724K
|
276K
$12.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.3K- 72.97% |
$689K - $763K
|
5.67K
$262K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.4K- 9.13% |
$1.01M - $1.12M
|
223K
$10.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-31.4K- 14.78% |
$1.41M - $1.57M
|
181K
$8.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-41.4K- 59.17% |
$1.86M - $2.07M
|
28.6K
$1.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-57.7K- 79.78% |
$2.6M - $2.88M
|
14.6K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-70.1K- 72.06% |
$3.15M - $3.5M
|
27.2K
$1.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-152K- 30.0% |
$6.86M - $7.6M
|
356K
$16.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-258K- 96.98% |
$11.6M - $12.8M
|
8.02K
$371K
|