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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
46.8K+ 5.63% |
$2.16M - $2.24M
|
878K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.8K- 70.93% |
$2.44M - $2.53M
|
21.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6K- 43.33% |
$277K - $287K
|
7.85K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-860- 3.66% |
$39.7K - $41.1K
|
22.6K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
427New |
$19.7K - $20.4K
|
427
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
21.4KNew |
$990K - $1.03M
|
21.4K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 72.34% |
$6.6M - $6.84M
|
341K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.9K+ 67.43% |
$180K - $186K
|
9.67K
$462K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6K+ 80.6% |
$1.18M - $1.23M
|
57.5K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
302KNew |
$13.9M - $14.5M
|
302K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
251New |
$11.6K - $12K
|
251
$12K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-71- 9.23% |
$3.28K - $3.4K
|
698
$33.3K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39New |
$1.8K - $1.87K
|
39
$1.86K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.57KNew |
$211K - $219K
|
4.57K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.15KNew |
$53K - $54.9K
|
1.15K
$54.8K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
244+ 5.58% |
$11.3K - $11.7K
|
4.61K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 2.99% |
$92.4 - $95.7
|
65
$3.1K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-155- 3.04% |
$7.16K - $7.42K
|
4.94K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
174New |
$8.04K - $8.32K
|
174
$8.31K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
347New |
$16K - $16.6K
|
347
$16.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
715New |
$33K - $34.2K
|
715
$34.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-42- 0.55% |
$1.94K - $2.01K
|
7.63K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.01KNew |
$231K - $240K
|
5.01K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.8KNew |
$1.7M - $1.76M
|
36.8K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
990+ 58.06% |
$45.7K - $47.4K
|
2.7K
$129K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.58KNew |
$396K - $411K
|
8.58K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
136+ 1.37% |
$6.28K - $6.51K
|
10.1K
$482K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.65KNew |
$217K - $229K
|
4.65K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 17.56% |
$1.07K - $1.13K
|
108
$5.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
$2.71K - $2.85K
|
58
$2.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-149- 1.41% |
$6.96K - $7.33K
|
10.4K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10.1K+ 32.3% |
$470K - $496K
|
41.3K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-19K- 22.1% |
$885K - $933K
|
66.8K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$211K - $222K
|
4.52K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
718KNew |
$33.5M - $35.3M
|
718K
$34.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-60- 3.68% |
$2.8K - $2.95K
|
1.57K
$75K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-500- 4.83% |
$23.3K - $24.6K
|
9.85K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.74KNew |
$361K - $381K
|
7.74K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 7.69% |
$2.33K - $2.46K
|
600
$28.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 54.13% |
$855K - $901K
|
52.2K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 22.98% |
$797K - $839K
|
57.2K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-33- 0.54% |
$1.54K - $1.62K
|
6.1K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$7.14M - $7.53M
|
153K
$7.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.9K- 3.84% |
$88.7K - $93.4K
|
47.6K
$2.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 9.33% |
$7.1K - $7.48K
|
1.78K
$85.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.01KNew |
$46.9K - $49.9K
|
1.01K
$48.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8KNew |
$372K - $395K
|
8K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.91KNew |
$368K - $391K
|
7.91K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
128New |
$5.95K - $6.33K
|
128
$6.11K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117New |
$5.44K - $5.78K
|
117
$5.59K
|
|