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 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
$3.33K - $3.41K
|
58
$2.75K
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.9KClosed |
$1.54M - $1.58M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-13.2KClosed |
$755K - $774K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 05, 2021
Q3 2020
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500Closed |
$28.9K - $29.7K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-84Closed |
$4.85K - $4.99K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-8.96KClosed |
$517K - $532K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4KClosed |
$231K - $238K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-741Closed |
$42.8K - $44.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
965+ 197.34% |
$52.2K - $55.8K
|
1.45K
$68.8K
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-855Closed |
$46.2K - $49.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-450Closed |
$24.3K - $26K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-31Closed |
$1.68K - $1.79K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-56Closed |
$3.03K - $3.24K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.15KClosed |
$397K - $468K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-49Closed |
$2.38K - $2.81K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-208KClosed |
$10.1M - $11.9M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-3.5KClosed |
$170K - $201K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
221New |
$11.9K - $12.2K
|
221
$10.5K
|
|
|
Feb 10, 2020
Q4 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.81KClosed |
$206K - $210K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
19New |
$1.02K - $1.04K
|
19
$899
|
|
|
Nov 14, 2019
Q3 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-5.42KClosed |
$292K - $297K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-122Closed |
$6.57K - $6.69K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-203Closed |
$10.9K - $11.1K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-214Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-135Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Old National Bancorp
|
SELL
|
- |
-198KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Conning Inc.
|
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-332Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
213New |
N/A
|
213
$10.1K
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-517Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-562Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-301Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
685New |
N/A
|
685
$32.4K
|
|
| Q1 2018 | |||||||
|
Aug 30, 2024
Q1 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-60- 11.11% |
N/A
|
480
$22.7K
|
|
|
Apr 30, 2018
Q1 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-77Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-815Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$47.3
|
|