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 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$93.7 - $96.3
|
2
$94.8
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
20.9KNew |
$914K - $1.01M
|
20.9K
$990K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.96KNew |
$217K - $240K
|
4.96K
$235K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.64KNew |
$203K - $224K
|
4.64K
$220K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.92K+ 25.92% |
$128K - $141K
|
14.2K
$673K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91KNew |
$83.5K - $92.2K
|
1.91K
$90.4K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.38K+ 3.69% |
$60.4K - $66.6K
|
38.7K
$1.84M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
391New |
$17.1K - $18.9K
|
391
$18.5K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
35.1K+ 32.18% |
$1.58M - $1.66M
|
144K
$6.83M
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.1KNew |
$1.13M - $1.19M
|
25.1K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
17.5KNew |
$789K - $829K
|
17.5K
$830K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
6.47K+ 10.39% |
$292K - $306K
|
68.7K
$3.26M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
527New |
$23.7K - $25K
|
527
$25K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$991 - $1.04K
|
22
$1.04K
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
12.9K+ 18.3% |
$599K - $619K
|
83.1K
$3.94M
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10KNew |
$466K - $482K
|
10K
$474K
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.3K+ 20.01% |
$60.6K - $62.7K
|
7.81K
$370K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53New |
$2.47K - $2.55K
|
53
$2.51K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
48New |
$2.24K - $2.31K
|
48
$2.28K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
44New |
$2.05K - $2.12K
|
44
$2.09K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.84KNew |
$269K - $283K
|
5.84K
$277K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465New |
$21.4K - $22.6K
|
465
$22.1K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
386New |
$17K - $18.5K
|
386
$18.3K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
84New |
$3.7K - $4.02K
|
84
$3.98K
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
40New |
$1.76K - $1.92K
|
40
$1.9K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29+ 100.0% |
$1.28K - $1.39K
|
58
$2.75K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
10.3K+ 183.93% |
$464K - $514K
|
15.9K
$754K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.96KNew |
$223K - $247K
|
4.96K
$235K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
169New |
$7.61K - $8.43K
|
169
$8.01K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$900 - $997
|
20
$948
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
396KNew |
$18.6M - $20.6M
|
396K
$18.8M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.57KNew |
$262K - $289K
|
5.57K
$264K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.38KNew |
$112K - $124K
|
2.38K
$113K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
446New |
$21K - $23.2K
|
446
$21.1K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
182New |
$8.57K - $9.45K
|
182
$8.63K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
115New |
$5.42K - $5.97K
|
115
$5.45K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
46New |
$2.17K - $2.39K
|
46
$2.18K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
28New |
$1.32K - $1.45K
|
28
$1.33K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.11% |
$94.2 - $104
|
1.87K
$88.5K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.52% |
$94.2 - $104
|
385
$18.3K
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$5.11K - $5.58K
|
100
$4.74K
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
82New |
$4.56K - $4.67K
|
82
$3.89K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
17.5KNew |
$986K - $1.01M
|
17.5K
$830K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
5.26KNew |
$296K - $303K
|
5.26K
$249K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
965+ 197.34% |
$52.2K - $55.8K
|
1.45K
$68.9K
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
221New |
$11.9K - $12.2K
|
221
$10.5K
|
|
Q3 2019 | |||||||
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
19New |
$1.02K - $1.04K
|
19
$901
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
213New |
N/A
|
213
$10.1K
|
|
Q2 2018 | |||||||
Jul 23, 2018
Q2 2018
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
685New |
N/A
|
685
$32.5K
|