Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
542+ 1.29% |
$23.7K - $26.2K
|
42.7K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
391New |
$17.1K - $18.9K
|
391
$18.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
348+ 6.45% |
$15.2K - $16.8K
|
5.74K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
284+ 0.3% |
$12.4K - $13.7K
|
94.5K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237New |
$10.4K - $11.5K
|
237
$11K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
37+ 0.69% |
$1.62K - $1.79K
|
5.36K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13- 0.17% |
$569 - $629
|
7.53K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16- 64.0% |
$701 - $774
|
9
$417
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33- 6.59% |
$1.45K - $1.6K
|
468
$21.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87- 0.79% |
$3.81K - $4.21K
|
10.9K
$503K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-89- 0.44% |
$3.9K - $4.3K
|
20.3K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-95- 26.61% |
$4.16K - $4.59K
|
262
$12.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 49.02% |
$4.38K - $4.84K
|
104
$4.81K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-118- 1.94% |
$5.17K - $5.71K
|
5.97K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-200- 1.85% |
$8.76K - $9.67K
|
10.6K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-205- 2.28% |
$8.98K - $9.91K
|
8.78K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-222- 1.36% |
$9.72K - $10.7K
|
16.1K
$744K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-357- 14.95% |
$15.6K - $17.3K
|
2.03K
$94K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-600- 7.04% |
$26.3K - $29K
|
7.92K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-660- 2.47% |
$28.9K - $31.9K
|
26K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-679- 9.7% |
$29.7K - $32.8K
|
6.32K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-778- 50.59% |
$34.1K - $37.6K
|
760
$35.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-780- 2.14% |
$34.2K - $37.7K
|
35.6K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-888- 92.31% |
$38.9K - $42.9K
|
74
$3.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-902- 10.39% |
$39.5K - $43.6K
|
7.78K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 5.9% |
$50.4K - $55.7K
|
18.4K
$850K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.59K- 0.9% |
$69.8K - $77.1K
|
176K
$8.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.95K- 20.97% |
$85.5K - $94.3K
|
7.35K
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.07K- 13.84% |
$90.7K - $100K
|
12.9K
$596K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.12K- 5.57% |
$92.9K - $103K
|
36K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.25K- 6.49% |
$142K - $157K
|
46.8K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.62K- 13.6% |
$159K - $175K
|
23K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.73K- 5.32% |
$163K - $180K
|
66.3K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.54K- 5.36% |
$199K - $219K
|
80.2K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.59K- 2.4% |
$201K - $222K
|
187K
$8.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.5K- 21.23% |
$241K - $266K
|
20.4K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 54.24% |
$264K - $292K
|
5.09K
$236K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.6K- 21.69% |
$333K - $367K
|
27.4K
$1.27M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-8K- 15.16% |
$351K - $387K
|
44.8K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.15K- 27.61% |
$401K - $443K
|
24K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-9.32K- 3.17% |
$408K - $451K
|
285K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.59K- 20.69% |
$420K - $464K
|
36.8K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-10.2K- 2.19% |
$445K - $491K
|
454K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 2.58% |
$463K - $511K
|
399K
$18.5M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-11.8K- 8.99% |
$517K - $571K
|
120K
$5.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-12.6K- 21.46% |
$553K - $610K
|
46.2K
$2.14M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 85.73% |
$623K - $687K
|
2.37K
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-19.5K- 35.22% |
$856K - $945K
|
35.9K
$1.66M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.7K- 8.79% |
$952K - $1.05M
|
225K
$10.4M
|