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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
627+ 65.65% |
$29.1K - $30K
|
1.58K
$75.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9New |
$418 - $431
|
9
$430
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
70.9KNew |
$3.29M - $3.39M
|
70.9K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 27.37% |
$89.5K - $92.3K
|
5.12K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.24% |
$649 - $670
|
5.75K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.5K+ 9.0% |
$3.45M - $3.56M
|
902K
$43.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.03K+ 3.67% |
$280K - $288K
|
170K
$8.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.1K- 11.83% |
$51.2K - $52.8K
|
8.22K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-18K- 63.22% |
$836K - $862K
|
10.5K
$501K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.44K+ 1.09% |
$66.9K - $69K
|
133K
$6.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
10.8K+ 12.56% |
$501K - $516K
|
96.7K
$4.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.18K+ 21.54% |
$54.7K - $56.4K
|
6.65K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 5.89% |
$85.3K - $88K
|
33.1K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 6.06% |
$1.78M - $1.84M
|
672K
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.58K- 3.41% |
$259K - $267K
|
158K
$7.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.79K+ 1.58% |
$129K - $133K
|
179K
$8.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
976+ 4.59% |
$45.3K - $46.7K
|
22.3K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-42.2K- 51.56% |
$1.96M - $2.02M
|
39.6K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
8.63K+ 7.8% |
$400K - $413K
|
119K
$5.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 1.86% |
$526K - $542K
|
619K
$29.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 1.22% |
$278 - $287
|
498
$23.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
298K+ 73.73% |
$13.8M - $14.3M
|
703K
$33.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14K+ 7.02% |
$146K - $150K
|
47.8K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.98K+ 9.5% |
$231K - $238K
|
57.4K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-542- 21.65% |
$25.1K - $25.9K
|
1.96K
$93.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
268+ 2.03% |
$12.4K - $12.8K
|
13.5K
$645K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.09KNew |
$236K - $243K
|
5.09K
$243K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
BUY
|
- |
31+ 0.19% |
$1.44K - $1.48K
|
16.4K
$785K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
875+ 26.6% |
$40.6K - $41.9K
|
4.16K
$199K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.15K+ 1.26% |
$146K - $151K
|
254K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.93K- 41.57% |
$368K - $379K
|
11.1K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89K+ 38.98% |
$87.4K - $90.2K
|
6.72K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.06M- 72.16% |
$49.2M - $50.8M
|
409K
$19.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
329+ 274.17% |
$15.3K - $15.7K
|
449
$21.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
645+ 1.18% |
$29.9K - $30.9K
|
55.3K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 6.39% |
$6.27M - $6.47M
|
2.25M
$108M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.84K- 2.92% |
$132K - $136K
|
94.3K
$4.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.41K+ 5.07% |
$251K - $259K
|
112K
$5.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-24- 0.48% |
$1.11K - $1.15K
|
5.02K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
163+ 0.05% |
$7.56K - $7.8K
|
319K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13.7K+ 4.42% |
$635K - $655K
|
323K
$15.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.66K- 6.69% |
$263K - $271K
|
79K
$3.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-958- 35.49% |
$44.4K - $45.8K
|
1.74K
$83.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.83% |
$46.4 - $47.8
|
122
$5.83K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-12K- 43.2% |
$557K - $574K
|
15.8K
$754K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.1K+ 20.62% |
$2.37M - $2.44M
|
299K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 29.2% |
$631K - $650K
|
60.1K
$2.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.8K- 57.84% |
$1.76M - $1.81M
|
27.6K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-20.4K- 59.61% |
$947K - $976K
|
13.8K
$661K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
17.4K+ 22.62% |
$808K - $833K
|
94.4K
$4.51M
|