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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.19M+ 424.7% |
$55M - $57M
|
1.47M
$68.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
797K+ 60.36% |
$36.8M - $38.1M
|
2.12M
$98.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
493K+ 40.22% |
$22.8M - $23.6M
|
1.72M
$79.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
302KNew |
$13.9M - $14.5M
|
302K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 35.09% |
$10.7M - $11.1M
|
889K
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
175K+ 40.47% |
$8.09M - $8.38M
|
608K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 10.62% |
$7.41M - $7.67M
|
1.67M
$77.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 72.34% |
$6.6M - $6.84M
|
341K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75K+ 53.51% |
$3.46M - $3.59M
|
215K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.5K+ 13.11% |
$3.39M - $3.51M
|
634K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
73.3K+ 62.79% |
$3.38M - $3.51M
|
190K
$8.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.6K+ 41.45% |
$3.35M - $3.47M
|
248K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.2K+ 7.99% |
$2.83M - $2.93M
|
828K
$38.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53.6K+ 3.3% |
$2.47M - $2.56M
|
1.68M
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
46.8K+ 5.63% |
$2.16M - $2.24M
|
878K
$40.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.6KNew |
$2.15M - $2.23M
|
46.6K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
43.3K+ 13.25% |
$2M - $2.07M
|
370K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
40.2K+ 90.23% |
$1.86M - $1.92M
|
84.7K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
39.4K+ 104.75% |
$1.82M - $1.89M
|
77K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.8KNew |
$1.7M - $1.76M
|
36.8K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.6K+ 53.66% |
$1.69M - $1.75M
|
105K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 46.7% |
$1.57M - $1.63M
|
107K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
27.7K+ 174.82% |
$1.28M - $1.33M
|
43.6K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
26.4K+ 69.45% |
$1.22M - $1.26M
|
64.3K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.8K+ 210.83% |
$1.19M - $1.23M
|
38K
$1.77M
|
|
|
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
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23.1KNew |
$1.07M - $1.11M
|
23.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.5K+ 8.05% |
$1.04M - $1.08M
|
302K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.7K+ 28.75% |
$1M - $1.04M
|
97.2K
$4.52M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
21.4KNew |
$990K - $1.03M
|
21.4K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
21.2KNew |
$977K - $1.01M
|
21.2K
$983K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
21.1K+ 67.33% |
$973K - $1.01M
|
52.4K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18.5K+ 54.22% |
$855K - $886K
|
52.7K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4KNew |
$663K - $687K
|
14.4K
$667K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$632K - $655K
|
13.7K
$636K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.2KNew |
$611K - $633K
|
13.2K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$604K - $626K
|
13.1K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13K+ 17.55% |
$602K - $624K
|
87.4K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
12.7K+ 17.35% |
$587K - $608K
|
85.9K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 111.47% |
$553K - $573K
|
22.7K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.9K+ 166.81% |
$551K - $571K
|
19.1K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 17.41% |
$515K - $534K
|
75.3K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.9KNew |
$457K - $474K
|
9.9K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.78K+ 81.01% |
$452K - $468K
|
21.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.72K+ 47.19% |
$449K - $465K
|
30.3K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.49K+ 26.98% |
$438K - $454K
|
44.7K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.47K+ 5.67% |
$437K - $453K
|
176K
$8.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.58KNew |
$396K - $411K
|
8.58K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.51K+ 5.4% |
$393K - $407K
|
166K
$7.72M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.14K+ 2.7% |
$376K - $389K
|
310K
$14.4M
|