Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.42MNew |
$113M - $119M
|
2.42M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
831KNew |
$38.8M - $40.9M
|
831K
$39.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
718KNew |
$33.5M - $35.3M
|
718K
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
450KNew |
$21M - $22.2M
|
450K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
298K+ 24.6% |
$13.9M - $14.7M
|
1.51M
$71.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 27.3% |
$13.2M - $13.9M
|
1.32M
$62.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
244K+ 51.37% |
$11.4M - $12M
|
718K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$7.14M - $7.53M
|
153K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
140KNew |
$6.54M - $6.89M
|
140K
$6.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130K+ 23.96% |
$6.05M - $6.38M
|
671K
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 23.82% |
$5.91M - $6.23M
|
658K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
111KNew |
$5.19M - $5.47M
|
111K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.2K+ 7.66% |
$4.07M - $4.29M
|
1.23M
$58M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84.9K+ 51.07% |
$3.97M - $4.18M
|
251K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.4K+ 22.82% |
$3.76M - $3.96M
|
433K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80K+ 154.29% |
$3.73M - $3.93M
|
132K
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.5K+ 23.36% |
$3.57M - $3.77M
|
404K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.5KNew |
$3.48M - $3.66M
|
74.5K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62K+ 165.51% |
$2.9M - $3.05M
|
99.5K
$4.71M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.7K+ 7.68% |
$2.55M - $2.69M
|
766K
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41K+ 30.6% |
$1.92M - $2.02M
|
175K
$8.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
40.3KNew |
$1.88M - $1.98M
|
40.3K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.8K+ 47.93% |
$1.77M - $1.86M
|
117K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 14.69% |
$1.68M - $1.77M
|
280K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
35.2KNew |
$1.65M - $1.73M
|
35.2K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3K+ 65.58% |
$1.6M - $1.69M
|
86.6K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.8K+ 13.29% |
$1.53M - $1.61M
|
279K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.8KNew |
$1.49M - $1.57M
|
31.8K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29.2KNew |
$1.36M - $1.44M
|
29.2K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5KNew |
$1.14M - $1.2M
|
24.5K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.9K+ 15.87% |
$1.07M - $1.12M
|
167K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.9K+ 17.0% |
$976K - $1.03M
|
144K
$6.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 54.13% |
$855K - $901K
|
52.2K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15.8KNew |
$740K - $780K
|
15.8K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 26.29% |
$708K - $746K
|
72.8K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$647K - $682K
|
1.62M
$76.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7K+ 281.94% |
$640K - $674K
|
18.6K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
12.2KNew |
$571K - $602K
|
12.2K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 7.13% |
$550K - $580K
|
177K
$8.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10.1K+ 32.3% |
$470K - $496K
|
41.3K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.76KNew |
$456K - $480K
|
9.76K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
8.86K+ 30.79% |
$413K - $436K
|
37.6K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.94K+ 14.14% |
$371K - $391K
|
64.1K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.8K+ 12.9% |
$364K - $384K
|
68.3K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.74KNew |
$361K - $381K
|
7.74K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
7.01KNew |
$327K - $345K
|
7.01K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.78KNew |
$317K - $334K
|
6.78K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$294K - $309K
|
6.29K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.11K+ 73.9% |
$285K - $301K
|
14.4K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 13.68% |
$250K - $264K
|
44.5K
$2.11M
|