Latest Institutional Purchases of Ishares Trust Aaa A Rated Corp (QLTA)
This list provides information on the latest institutional transactions involving Ishares Trust Aaa A Rated Corp (QLTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.42MNew |
$113M - $119M
|
2.42M
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$7.14M - $7.53M
|
153K
$7.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
140KNew |
$6.54M - $6.89M
|
140K
$6.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84.9K+ 51.07% |
$3.97M - $4.18M
|
251K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62K+ 165.51% |
$2.9M - $3.05M
|
99.5K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.8KNew |
$1.49M - $1.57M
|
31.8K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29.2KNew |
$1.36M - $1.44M
|
29.2K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.9K+ 15.87% |
$1.07M - $1.12M
|
167K
$7.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 54.13% |
$855K - $901K
|
52.2K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 26.29% |
$708K - $746K
|
72.8K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$647K - $682K
|
1.62M
$76.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
12.2KNew |
$571K - $602K
|
12.2K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 7.13% |
$550K - $580K
|
177K
$8.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
8.86K+ 30.79% |
$413K - $436K
|
37.6K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$294K - $309K
|
6.29K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.11K+ 73.9% |
$285K - $301K
|
14.4K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 13.68% |
$250K - $264K
|
44.5K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.7K+ 6.87% |
$220K - $231K
|
73.2K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.37KNew |
$204K - $215K
|
4.37K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.37K+ 1.47% |
$204K - $215K
|
301K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.08K+ 2.66% |
$190K - $201K
|
158K
$7.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 744.06% |
$70.2K - $73.9K
|
1.71K
$80.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 5.64% |
$23K - $24.2K
|
9.21K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
324+ 18.74% |
$15.1K - $15.9K
|
2.05K
$96.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
310New |
$14.5K - $15.3K
|
310
$14.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 10.08% |
$8.78K - $9.25K
|
2.05K
$96.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 9.33% |
$7.1K - $7.48K
|
1.78K
$83.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
70+ 0.52% |
$3.27K - $3.44K
|
13.6K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
28+ 0.13% |
$1.31K - $1.38K
|
21.6K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.18% |
$420 - $443
|
4.94K
$232K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 4413.83% |
$47.1M - $50.1M
|
1.04M
$48.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 284.73% |
$39.2M - $41.6M
|
1.14M
$53.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
440K+ 57.12% |
$20.5M - $21.8M
|
1.21M
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
427K+ 278.61% |
$19.8M - $21.1M
|
580K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
284K+ 115.06% |
$13.2M - $14.1M
|
532K
$25M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
263K+ 296.16% |
$12.3M - $13M
|
352K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
244KNew |
$11.4M - $12.1M
|
244K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
209K+ 176.32% |
$9.72M - $10.3M
|
328K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
183K+ 63.71% |
$8.53M - $9.07M
|
471K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137K+ 33.83% |
$6.36M - $6.76M
|
541K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
107K+ 395.98% |
$4.98M - $5.29M
|
134K
$6.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 95.61% |
$4.95M - $5.26M
|
218K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.4K+ 4815.0% |
$4.39M - $4.66M
|
96.3K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
88K+ 35.17% |
$4.09M - $4.35M
|
338K
$15.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.5K+ 536.1% |
$3.09M - $3.29M
|
78.9K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60K+ 9.2% |
$2.79M - $2.96M
|
712K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.43M - $2.58M
|
52.3K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.3K+ 21.28% |
$2.01M - $2.14M
|
247K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
36.6K+ 278.14% |
$1.7M - $1.81M
|
49.7K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.3KNew |
$1.09M - $1.15M
|
23.3K
$1.1M
|
|