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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$475K - $504K
|
10.2K
$479K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 8.89% |
$467K - $496K
|
123K
$5.77M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.63KNew |
$448K - $476K
|
9.63K
$452K
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
8.84K+ 39.54% |
$411K - $437K
|
31.2K
$1.46M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.67KNew |
$403K - $429K
|
8.67K
$407K
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8KNew |
$372K - $395K
|
8K
$375K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.91KNew |
$368K - $391K
|
7.91K
$371K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.53KNew |
$350K - $372K
|
7.53K
$353K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.33K+ 27.52% |
$294K - $313K
|
29.3K
$1.38M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.31K+ 73.9% |
$247K - $262K
|
12.5K
$586K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.01KNew |
$233K - $248K
|
5.01K
$235K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.68K+ 5.56% |
$218K - $231K
|
89K
$4.17M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.56KNew |
$212K - $225K
|
4.56K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.17K+ 22.54% |
$194K - $206K
|
22.6K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 7.4% |
$194K - $206K
|
60.5K
$2.84M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88K+ 21.42% |
$180K - $192K
|
22K
$1.03M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.86KNew |
$179K - $191K
|
3.86K
$181K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.56KNew |
$165K - $176K
|
3.56K
$167K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.13KNew |
$145K - $155K
|
3.13K
$147K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 12.78% |
$135K - $144K
|
25.7K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 153.56% |
$110K - $117K
|
3.92K
$184K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$86.7K - $92.2K
|
1.87K
$87.5K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$80.4K - $85.4K
|
1.73K
$81.1K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7KNew |
$79.1K - $84K
|
1.7K
$79.7K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.63KNew |
$75.8K - $80.6K
|
1.63K
$76.5K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 42.29% |
$67.2K - $71.4K
|
4.86K
$228K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.35KNew |
$62.9K - $66.9K
|
1.35K
$63.5K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16K+ 0.69% |
$53.7K - $57.1K
|
169K
$7.93M
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.01KNew |
$46.9K - $49.9K
|
1.01K
$47.3K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
921+ 19.75% |
$42.8K - $45.5K
|
5.58K
$262K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
529+ 27.41% |
$24.6K - $26.1K
|
2.46K
$115K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
510+ 0.17% |
$23.7K - $25.2K
|
297K
$13.9M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
422+ 2.13% |
$19.6K - $20.9K
|
20.2K
$947K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
345+ 0.6% |
$16K - $17K
|
58.1K
$2.73M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
320New |
$14.9K - $15.8K
|
320
$15K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
178+ 38.44% |
$8.28K - $8.8K
|
641
$30.1K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
178+ 16.48% |
$8.28K - $8.8K
|
1.26K
$59K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
128New |
$5.95K - $6.33K
|
128
$6K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117New |
$5.44K - $5.78K
|
117
$5.49K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.09% |
$4.65K - $4.94K
|
118K
$5.52M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
50+ 0.99% |
$2.33K - $2.47K
|
5.1K
$239K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.96% |
$93 - $98.8
|
210
$9.85K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.33% |
$46.5 - $49.4
|
76
$3.57K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9KNew |
$1.37M - $1.42M
|
29.9K
$1.4M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$909K - $938K
|
19.8K
$929K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4KNew |
$570K - $588K
|
12.4K
$583K
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
10KNew |
$459K - $474K
|
10K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.92KNew |
$455K - $470K
|
9.92K
$465K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.26KNew |
$334K - $344K
|
7.26K
$341K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$308K - $317K
|
6.7K
$314K
|