Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65.9K+ 20.4% |
$3.11M - $3.22M
|
389K
$18.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
51.3K+ 22.21% |
$2.42M - $2.5M
|
282K
$13.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.11K+ 117.94% |
$335K - $347K
|
13.1K
$639K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.35K+ 80.4% |
$252K - $261K
|
12K
$584K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.38KNew |
$207K - $214K
|
4.38K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.28KNew |
$201K - $209K
|
4.28K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.59K+ 206.15% |
$169K - $175K
|
5.33K
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.81K+ 33.25% |
$132K - $137K
|
11.3K
$548K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.39K+ 21.48% |
$113K - $117K
|
13.5K
$659K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.5K+ 9.52% |
$70.8K - $73.3K
|
17.3K
$841K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
1.09K+ 24.52% |
$51.4K - $53.3K
|
5.55K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
699+ 6.93% |
$32.9K - $34.1K
|
10.8K
$525K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 8.2% |
$23.6K - $24.4K
|
6.6K
$321K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
90New |
$4.24K - $4.39K
|
90
$4.38K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.81K- 5.02% |
$85.3K - $88.3K
|
34.3K
$1.67M
|