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 |
|---|---|---|---|---|---|---|---|
|
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
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.1K+ 20.62% |
$2.37M - $2.44M
|
299K
$14.3M
|
|
|
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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
97New |
$4.5K - $4.64K
|
97
$4.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 101.7% |
$50K - $51.6K
|
2.14K
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
17.4K+ 22.62% |
$808K - $833K
|
94.4K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.33K+ 68.7% |
$247K - $255K
|
13.1K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.2K- 15.73% |
$102K - $105K
|
11.8K
$563K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-905- 4.28% |
$42K - $43.3K
|
20.3K
$967K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.9K+ 423.33% |
$2.69M - $2.77M
|
71.6K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-101- 1.51% |
$4.69K - $4.83K
|
6.6K
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24K+ 167.1% |
$1.11M - $1.15M
|
38.4K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 6.37% |
$4.95M - $5.1M
|
1.78M
$85.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.72K+ 6.24% |
$312K - $322K
|
114K
$5.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.6K+ 26.71% |
$540K - $556K
|
55.2K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.57K+ 17.21% |
$398K - $410K
|
58.4K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 53.84% |
$581K - $599K
|
10.7K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54.9K- 55.82% |
$2.55M - $2.62M
|
43.4K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
441+ 3.25% |
$20.5K - $21.1K
|
14K
$668K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16K+ 7.45% |
$743K - $766K
|
231K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
292+ 5.09% |
$13.5K - $14K
|
6.03K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17.1K+ 26.58% |
$793K - $818K
|
81.4K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-333- 2.53% |
$15.4K - $15.9K
|
12.8K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.11K+ 2.94% |
$190K - $196K
|
144K
$6.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 5.63% |
$13.6K - $14.1K
|
4.93K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 1.68% |
$3.71K - $3.83K
|
4.69K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.01K+ 17.33% |
$186K - $192K
|
27.1K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-222- 3.46% |
$10.3K - $10.6K
|
6.19K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.67K+ 4.37% |
$217K - $223K
|
111K
$5.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-43.4K- 24.67% |
$2.01M - $2.08M
|
133K
$6.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-18.7K- 70.12% |
$867K - $894K
|
7.96K
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.33% |
$1.58K - $1.63K
|
10.4K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
291+ 0.36% |
$13.5K - $13.9K
|
80.1K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.84K+ 1.71% |
$132K - $136K
|
169K
$8.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
476+ 2.34% |
$22.1K - $22.8K
|
20.8K
$994K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.94K- 5.09% |
$89.8K - $92.6K
|
36.1K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 26.54% |
$119K - $123K
|
7.09K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.4K- 43.1% |
$297K - $306K
|
8.45K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$6.26K - $6.46K
|
135
$6.45K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 11.83% |
$4.64K - $4.78K
|
945
$45.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
4.45KNew |
$207K - $213K
|
4.45K
$213K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13.6K+ 64.55% |
$629K - $652K
|
34.7K
$1.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 12.69% |
$785 - $813
|
117
$5.59K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
803New |
$37.1K - $38.4K
|
803
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$604K - $626K
|
13.1K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.9KNew |
$457K - $474K
|
9.9K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$280K - $290K
|
6.06K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.78K+ 81.01% |
$452K - $468K
|
21.9K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-410- 3.88% |
$18.9K - $19.6K
|
10.1K
$484K
|
|