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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
240+ 1.29% |
$11.1K - $11.5K
|
18.8K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
207+ 2.12% |
$9.56K - $9.9K
|
9.97K
$473K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
174New |
$8.04K - $8.32K
|
174
$8.25K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
136+ 1.37% |
$6.28K - $6.51K
|
10.1K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
120New |
$5.54K - $5.74K
|
120
$5.69K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80+ 10.46% |
$3.69K - $3.83K
|
845
$40.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43+ 49.43% |
$1.99K - $2.06K
|
130
$6.16K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39New |
$1.8K - $1.87K
|
39
$1.85K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.86% |
$1.06K - $1.1K
|
2.7K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
15+ 0.33% |
$693 - $718
|
4.5K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 5.51% |
$323 - $335
|
134
$6.35K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
718KNew |
$33.5M - $35.3M
|
718K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$7.14M - $7.53M
|
153K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3K+ 65.58% |
$1.6M - $1.69M
|
86.6K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5KNew |
$1.14M - $1.2M
|
24.5K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 54.13% |
$855K - $901K
|
52.2K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10.1K+ 32.3% |
$470K - $496K
|
41.3K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.74KNew |
$361K - $381K
|
7.74K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$211K - $222K
|
4.52K
$214K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.61K+ 20.67% |
$169K - $178K
|
21.1K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
324+ 18.74% |
$15.1K - $15.9K
|
2.05K
$97.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 9.33% |
$7.1K - $7.48K
|
1.78K
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
$2.71K - $2.85K
|
58
$2.75K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.4K+ 4815.0% |
$4.39M - $4.66M
|
96.3K
$4.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
19.5KNew |
$905K - $962K
|
19.5K
$923K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 5.62% |
$785K - $835K
|
318K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8KNew |
$372K - $395K
|
8K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.91KNew |
$368K - $391K
|
7.91K
$375K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.37K+ 4.03% |
$343K - $364K
|
190K
$9.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.13KNew |
$145K - $155K
|
3.13K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.01KNew |
$46.9K - $49.9K
|
1.01K
$47.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
320New |
$14.9K - $15.8K
|
320
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
128New |
$5.95K - $6.33K
|
128
$6.07K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117New |
$5.44K - $5.78K
|
117
$5.55K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.96% |
$93 - $98.8
|
210
$9.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.33% |
$46.5 - $49.4
|
76
$3.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9KNew |
$1.37M - $1.42M
|
29.9K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4KNew |
$570K - $588K
|
12.4K
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
10KNew |
$459K - $474K
|
10K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.92KNew |
$455K - $470K
|
9.92K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.26KNew |
$334K - $344K
|
7.26K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$308K - $317K
|
6.7K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
819+ 284.38% |
$37.6K - $38.8K
|
1.11K
$52.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
49+ 0.91% |
$2.25K - $2.32K
|
5.44K
$258K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.8K+ 171.37% |
$1.63M - $1.68M
|
55.1K
$2.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
905New |
$42.4K - $43.6K
|
905
$42.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
549+ 7.21% |
$25.7K - $26.4K
|
8.16K
$387K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237New |
$11.1K - $11.4K
|
237
$11.2K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.37K - $9.63K
|
200
$9.48K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$1.17K - $1.2K
|
25
$1.19K
|
|