Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 25.88% |
$111K - $115K
|
6.86K
$321K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-312- 45.02% |
$14.5K - $15K
|
381
$17.9K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-295- 1.29% |
$13.7K - $14.2K
|
22.5K
$1.05M
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-169- 23.54% |
$7.87K - $8.14K
|
549
$25.7K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 16.45% |
$1.16K - $1.2K
|
127
$5.95K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-219K- 95.32% |
$10.1M - $10.6M
|
10.7K
$503K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3KClosed |
$138K - $146K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-184K- 94.32% |
$8.1M - $8.8M
|
11.1K
$518K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-144KClosed |
$6.35M - $6.9M
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 8.77% |
$56.6K - $61.5K
|
13.4K
$626K
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-370- 7.49% |
$16.3K - $17.7K
|
4.57K
$214K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 2.65% |
$309 - $335
|
257
$12K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.04% |
$88.2 - $95.8
|
4.57K
$214K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-258K- 96.98% |
$11.6M - $12.8M
|
8.02K
$376K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.3K- 72.97% |
$689K - $763K
|
5.67K
$266K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-6.66KClosed |
$300K - $332K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.76K- 0.25% |
$124K - $138K
|
1.09M
$51M
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.16K- 6.82% |
$52.3K - $58K
|
15.9K
$745K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-11.6KClosed |
$546K - $601K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$544K - $599K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.4KClosed |
$537K - $592K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.78KClosed |
$414K - $456K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7.54KClosed |
$355K - $391K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.01K- 15.59% |
$236K - $260K
|
27.1K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5KClosed |
$236K - $260K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.4KClosed |
$207K - $229K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.4KClosed |
$207K - $229K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.21KClosed |
$198K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.15KClosed |
$101K - $112K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.1K- 20.83% |
$98.9K - $109K
|
7.98K
$374K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 49.89% |
$73.6K - $81.2K
|
1.57K
$73.6K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-530- 4.27% |
$25K - $27.5K
|
11.9K
$557K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-4Closed |
$188 - $208
|
0
$0
|
|
Q1 2022 | |||||||
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-75.6KClosed |
$3.87M - $4.22M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-20.9KClosed |
$1.07M - $1.17M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-8.07KClosed |
$412K - $450K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.03KClosed |
$308K - $336K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-955- 5.91% |
$48.8K - $53.3K
|
15.2K
$713K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-910Closed |
$46.5K - $50.7K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-129Closed |
$6.6K - $7.19K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.7KClosed |
$2.65M - $2.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-40.6KClosed |
$2.26M - $2.31M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-32.6KClosed |
$1.81M - $1.86M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-17.4KClosed |
$969K - $993K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.94KClosed |
$330K - $338K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$236K - $242K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-3.7KClosed |
$206K - $211K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-245Closed |
$13.6K - $14K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-152Closed |
$8.45K - $8.66K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5Closed |
$278 - $285
|
0
$0
|