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 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.66KNew |
$354K - $366K
|
7.66K
$363K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.64K+ 55.98% |
$353K - $365K
|
21.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.42KNew |
$296K - $307K
|
6.42K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$283K - $293K
|
6.13K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$280K - $290K
|
6.06K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.73KNew |
$265K - $274K
|
5.73K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.73KNew |
$265K - $274K
|
5.73K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
5.49KNew |
$253K - $262K
|
5.49K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.47KNew |
$253K - $262K
|
5.47K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 66.41% |
$250K - $259K
|
13.6K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.39K+ 44.95% |
$249K - $258K
|
17.4K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
5.36K+ 76.51% |
$248K - $256K
|
12.4K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5.12K+ 14.52% |
$236K - $245K
|
40.4K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.11KNew |
$236K - $244K
|
5.11K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.01KNew |
$231K - $240K
|
5.01K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.84KNew |
$223K - $231K
|
4.84K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.57KNew |
$211K - $219K
|
4.57K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.43K+ 169.52% |
$205K - $212K
|
7.05K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.39K+ 16.36% |
$203K - $210K
|
31.2K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.1K+ 8.11% |
$189K - $196K
|
54.6K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.9K+ 67.43% |
$180K - $186K
|
9.67K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
BUY
|
- |
3.82K+ 1.21% |
$176K - $183K
|
319K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.38K+ 17.72% |
$156K - $162K
|
22.4K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.02K+ 63.88% |
$140K - $145K
|
7.75K
$368K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.02K+ 61.18% |
$139K - $144K
|
7.95K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
2.84K+ 20.9% |
$131K - $136K
|
16.4K
$778K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.54K+ 37.45% |
$117K - $122K
|
9.32K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.72K+ 51.5% |
$79.2K - $82K
|
5.05K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.44K+ 56.51% |
$66.5K - $68.9K
|
3.99K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.15KNew |
$53K - $54.9K
|
1.15K
$54.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.1K+ 49.91% |
$50.6K - $52.4K
|
3.29K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06KNew |
$49K - $50.7K
|
1.06K
$50.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
990+ 58.06% |
$45.7K - $47.4K
|
2.7K
$128K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
803New |
$37.1K - $38.4K
|
803
$38.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
715New |
$33K - $34.2K
|
715
$33.9K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
685+ 3.3% |
$31.6K - $32.8K
|
21.4K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
512+ 0.39% |
$23.6K - $24.5K
|
132K
$6.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
474+ 3.3% |
$21.9K - $22.7K
|
14.9K
$705K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
450+ 21.92% |
$20.8K - $21.5K
|
2.5K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
427New |
$19.7K - $20.4K
|
427
$20.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
413+ 6.57% |
$19.1K - $19.8K
|
6.7K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
365+ 8.28% |
$16.9K - $17.5K
|
4.77K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
347New |
$16K - $16.6K
|
347
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
329+ 6.05% |
$15.2K - $15.7K
|
5.77K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
328+ 52.31% |
$15.1K - $15.7K
|
955
$45.3K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
312+ 2.43% |
$14.4K - $14.9K
|
13.2K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
294+ 12.08% |
$13.6K - $14.1K
|
2.73K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
287+ 0.07% |
$13.3K - $13.7K
|
404K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
251New |
$11.6K - $12K
|
251
$11.9K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
244+ 5.58% |
$11.3K - $11.7K
|
4.61K
$219K
|