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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.41K- 14.64% |
$158K - $168K
|
19.9K
$941K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 5.62% |
$785K - $835K
|
318K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.33% |
$46.5 - $49.4
|
76
$3.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-414- 1.88% |
$19.3K - $20.5K
|
21.5K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-257K- 77.61% |
$12M - $12.7M
|
74.2K
$3.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.54KNew |
$211K - $224K
|
4.54K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$80.4K - $85.4K
|
1.73K
$81.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.27KNew |
$385K - $409K
|
8.27K
$391K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 96.98% |
$10.5K - $11.1K
|
7
$331
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-337- 10.36% |
$15.7K - $16.7K
|
2.92K
$138K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16K+ 0.69% |
$53.7K - $57.1K
|
169K
$8.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 5.89% |
$4.74K - $5.04K
|
1.63K
$77.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.86KNew |
$179K - $191K
|
3.86K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.31K+ 73.9% |
$247K - $262K
|
12.5K
$591K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.65K- 26.93% |
$123K - $131K
|
7.18K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
941+ 1.94% |
$43.8K - $46.5K
|
49.5K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9KNew |
$973K - $1.03M
|
20.9K
$990K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.3K+ 42.0% |
$1.27M - $1.35M
|
92.2K
$4.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.9K- 27.94% |
$506K - $537K
|
28K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
81.9K+ 5.37% |
$3.81M - $4.05M
|
1.61M
$76.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.63KNew |
$448K - $476K
|
9.63K
$456K
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
20.6K+ 4.18% |
$957K - $1.02M
|
513K
$24.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
57.6KNew |
$2.68M - $2.85M
|
57.6K
$2.73M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 18.31% |
$18.6K - $19.8K
|
1.79K
$84.5K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
49+ 0.91% |
$2.25K - $2.32K
|
5.44K
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$909K - $938K
|
19.8K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.92KNew |
$455K - $470K
|
9.92K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9KNew |
$1.37M - $1.42M
|
29.9K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.11K- 89.45% |
$51K - $52.6K
|
131
$6.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.47K- 39.04% |
$343K - $354K
|
11.7K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
819+ 284.38% |
$37.6K - $38.8K
|
1.11K
$52.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.23% |
$643 - $663
|
6.13K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.26KNew |
$334K - $344K
|
7.26K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.68KClosed |
$123K - $127K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$308K - $317K
|
6.7K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-495- 3.68% |
$22.7K - $23.4K
|
12.9K
$613K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4KNew |
$570K - $588K
|
12.4K
$588K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-664- 50.53% |
$30.5K - $31.4K
|
650
$30.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150- 33.33% |
$6.89K - $7.1K
|
300
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.15KNew |
$282K - $291K
|
6.15K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
10KNew |
$459K - $474K
|
10K
$473K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-765- 11.09% |
$35.1K - $36.2K
|
6.13K
$290K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237New |
$11.1K - $11.4K
|
237
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
276+ 2.03% |
$12.9K - $13.3K
|
13.8K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.2K- 20.89% |
$56.1K - $57.7K
|
4.54K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.8K+ 171.37% |
$1.63M - $1.68M
|
55.1K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$93.7 - $96.3
|
2
$94.7
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-21- 0.16% |
$983 - $1.01K
|
12.9K
$609K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.37K - $9.63K
|
200
$9.47K
|
|