Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-506- 1.15% |
$22.3K - $24.2K
|
43.4K
$2.04M
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-736- 0.98% |
$32.4K - $35.2K
|
74.3K
$3.48M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-776- 92.49% |
$34.2K - $37.2K
|
63
$2.96K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-885- 14.31% |
$39K - $42.4K
|
5.3K
$249K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.15K- 12.96% |
$50.6K - $54.9K
|
7.71K
$361K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 8.77% |
$56.6K - $61.5K
|
13.4K
$626K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.87K- 91.95% |
$82.6K - $89.7K
|
164
$7.69K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.76K- 6.41% |
$122K - $132K
|
40.3K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.4K- 2.54% |
$150K - $163K
|
131K
$6.12M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.47K- 91.94% |
$153K - $166K
|
304
$14.3K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.53K- 43.32% |
$156K - $169K
|
4.62K
$217K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.65K- 11.31% |
$161K - $175K
|
28.6K
$1.34M
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.64K- 2.8% |
$205K - $222K
|
161K
$7.57M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.09K- 79.66% |
$224K - $244K
|
1.3K
$61K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.16K- 20.4% |
$272K - $295K
|
24K
$1.13M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.35K- 25.98% |
$280K - $304K
|
18.1K
$848K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.59K- 54.68% |
$290K - $316K
|
5.46K
$256K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.2K- 30.67% |
$317K - $345K
|
16.3K
$764K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 26.08% |
$453K - $492K
|
29.1K
$1.37M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.1K- 12.75% |
$490K - $533K
|
76.1K
$3.57M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-17.8K- 62.24% |
$785K - $852K
|
10.8K
$507K
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-30.9K- 29.6% |
$1.36M - $1.48M
|
73.5K
$3.45M
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-38.2K- 35.23% |
$1.69M - $1.83M
|
70.3K
$3.3M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.8K- 10.05% |
$1.89M - $2.05M
|
383K
$18M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.8K- 20.26% |
$2.46M - $2.67M
|
220K
$10.3M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-62.3K- 21.36% |
$2.75M - $2.98M
|
229K
$10.8M
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-65K- 30.77% |
$2.87M - $3.11M
|
146K
$6.86M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-134K- 71.82% |
$5.93M - $6.44M
|
52.8K
$2.48M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-144KClosed |
$6.35M - $6.9M
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-145K- 29.32% |
$6.37M - $6.92M
|
349K
$16.4M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-156K- 40.53% |
$6.89M - $7.48M
|
229K
$10.8M
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-184K- 94.32% |
$8.1M - $8.8M
|
11.1K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-312K- 64.09% |
$13.7M - $14.9M
|
175K
$8.19M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.6M- 99.99% |
$159M - $173M
|
445
$20.9K
|