Dynamic Wealth Strategies, LLC Ishares Trust Aaa A Rated Corp Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 21,447 shares of QLTA stock, worth $1.01 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
21,447
Previous 20,762 3.3%
Holding current value
$1.01 Million
Previous $971,000 4.94%
% of portfolio
0.85%
Previous 0.87%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$46.18 - $47.84 $31,633 - $32,770
685 Added 3.3%
21,447 $1.02 Million
Q4 2024

Feb 13, 2025
BUY
$46.69 - $49.2 $26,519 - $27,945
568 Added 2.81%
20,762 $971,000
Q3 2024

Nov 13, 2024
BUY
$46.5 - $49.42 $19,623 - $20,855
422 Added 2.13%
20,194 $993,000
Q2 2024

Aug 15, 2024
SELL
$45.93 - $47.36 $26,547 - $27,374
-578 Reduced 2.84%
19,772 $927,000
Q1 2024

May 15, 2024
SELL
$46.83 - $48.13 $24,398 - $25,075
-521 Reduced 2.5%
20,350 $966,000
Q4 2023

Feb 13, 2024
BUY
$43.8 - $48.35 $914,149 - $1.01 Million
20,871 New
20,871 $1 Billion

Others Institutions Holding QLTA

# of Institutions
195
Shares Held
22.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
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