Latest Institutional Transactions on Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information on the latest institutional transactions involving Ishares Trust Aaa A Rated Corp (QLTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
8.86K+ 30.79% |
$413K - $436K
|
37.6K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.74K- 4.38% |
$81.2K - $85.6K
|
37.9K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109- 1.93% |
$5.09K - $5.36K
|
5.55K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 8.79% |
$634K - $668K
|
141K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$7.14M - $7.53M
|
153K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-128- 2.82% |
$5.98K - $6.3K
|
4.41K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.18% |
$420 - $443
|
4.94K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16K- 57.07% |
$747K - $787K
|
12K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-415- 4.0% |
$19.4K - $20.4K
|
9.95K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29.2KNew |
$1.36M - $1.44M
|
29.2K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 7.13% |
$550K - $580K
|
177K
$8.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.42MNew |
$113M - $119M
|
2.42M
$113M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
140KNew |
$6.54M - $6.89M
|
140K
$6.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55.8K- 53.98% |
$2.61M - $2.75M
|
47.6K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 26.29% |
$708K - $746K
|
72.8K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.08K+ 2.66% |
$190K - $201K
|
158K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.11K+ 73.9% |
$285K - $301K
|
14.4K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$294K - $309K
|
6.29K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 744.06% |
$70.2K - $73.9K
|
1.71K
$80K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$647K - $682K
|
1.62M
$76.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-253- 4.2% |
$11.8K - $12.4K
|
5.78K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-765K- 93.48% |
$35.7M - $37.6M
|
53.3K
$2.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 57.14% |
$47.6K - $50.2K
|
765
$35.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 9.33% |
$7.1K - $7.48K
|
1.78K
$83.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 5.64% |
$23K - $24.2K
|
9.21K
$432K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.9K- 3.84% |
$88.7K - $93.4K
|
47.6K
$2.23M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 95.61% |
$4.95M - $5.26M
|
218K
$10.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.8KNew |
$1.57M - $1.67M
|
33.8K
$1.59M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-146K- 96.71% |
$6.78M - $7.21M
|
4.96K
$233K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17.5KNew |
$813K - $864K
|
17.5K
$820K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.5K+ 536.1% |
$3.09M - $3.29M
|
78.9K
$3.7M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17.2KNew |
$801K - $852K
|
17.2K
$808K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$475K - $504K
|
10.2K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.3K+ 21.28% |
$2.01M - $2.14M
|
247K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.53KNew |
$350K - $372K
|
7.53K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60K+ 9.2% |
$2.79M - $2.96M
|
712K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 8.89% |
$467K - $496K
|
123K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.17K+ 22.54% |
$194K - $206K
|
22.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8KNew |
$372K - $395K
|
8K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
88K+ 35.17% |
$4.09M - $4.35M
|
338K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
209K+ 176.32% |
$9.72M - $10.3M
|
328K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
178+ 38.44% |
$8.28K - $8.8K
|
641
$30.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.01KNew |
$233K - $248K
|
5.01K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 284.73% |
$39.2M - $41.6M
|
1.14M
$53.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88K+ 21.42% |
$180K - $192K
|
22K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.76K- 6.53% |
$128K - $136K
|
39.5K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.33K+ 27.52% |
$294K - $313K
|
29.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.01KNew |
$46.9K - $49.9K
|
1.01K
$47.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16.2K+ 1503.89% |
$755K - $802K
|
17.3K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.43M - $2.58M
|
52.3K
$2.45M
|
|