Purchases and Sales Made in Q1 2022 in Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST AAA-A RATED CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.68MNew |
$239M - $261M
|
4.68M
$222M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
187KNew |
$9.58M - $10.4M
|
187K
$8.87M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
129K+ 68.7% |
$6.61M - $7.21M
|
317K
$15M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.2K+ 27.45% |
$2.97M - $3.24M
|
270K
$12.8M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31.9K+ 3.0% |
$1.63M - $1.78M
|
1.09M
$51.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
26.3K+ 5.0% |
$1.35M - $1.47M
|
554K
$26.2M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
19.5K+ 8.52% |
$998K - $1.09M
|
249K
$11.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 6.86% |
$791K - $862K
|
241K
$11.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
13K+ 7.63% |
$664K - $724K
|
183K
$8.67M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.7K+ 2.51% |
$597K - $651K
|
476K
$22.5M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.4KNew |
$583K - $635K
|
11.4K
$539K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 43.1% |
$571K - $623K
|
37.1K
$1.76M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
10.7K+ 17.62% |
$545K - $595K
|
71.2K
$3.37M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.98KNew |
$510K - $557K
|
9.98K
$472K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.4K+ 10.03% |
$430K - $468K
|
92.1K
$4.36M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.48K+ 58.87% |
$383K - $417K
|
20.2K
$956K
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.02K+ 3.98% |
$359K - $391K
|
183K
$8.68M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
4.17KNew |
$213K - $233K
|
4.17K
$198K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.32K+ 42.67% |
$170K - $185K
|
11.1K
$526K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.21K+ 10.07% |
$164K - $179K
|
35.1K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.95K+ 1.67% |
$151K - $164K
|
179K
$8.49M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$110K - $120K
|
2.15K
$102K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.95K+ 24.11% |
$99.9K - $109K
|
10.1K
$476K
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
755+ 6.84% |
$38.6K - $42.1K
|
11.8K
$558K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
685+ 3.03% |
$35K - $38.2K
|
23.3K
$1.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
667+ 8.3% |
$34.1K - $37.2K
|
8.7K
$412K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
446+ 14.05% |
$22.8K - $24.9K
|
3.62K
$171K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366+ 47.66% |
$18.7K - $20.4K
|
1.13K
$53.7K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
255New |
$13K - $14.2K
|
255
$12.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
242+ 2.12% |
$12.4K - $13.5K
|
11.6K
$550K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
185+ 2.67% |
$9.46K - $10.3K
|
7.12K
$337K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
159New |
$8.13K - $8.87K
|
159
$7.53K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$5.11K - $5.58K
|
100
$4.73K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
78+ 0.38% |
$3.99K - $4.35K
|
20.5K
$971K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46New |
$2.35K - $2.56K
|
46
$2.18K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 8.15% |
$972 - $1.06K
|
252
$11.9K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-46Closed |
$2.35K - $2.56K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 23.62% |
$2.4K - $2.62K
|
152
$7.19K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-66- 3.42% |
$3.38K - $3.68K
|
1.87K
$88.3K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78- 0.77% |
$3.99K - $4.35K
|
10K
$473K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-129Closed |
$6.6K - $7.19K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-130- 0.88% |
$6.65K - $7.25K
|
14.6K
$692K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-193- 3.43% |
$9.87K - $10.8K
|
5.44K
$257K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-262- 4.46% |
$13.4K - $14.6K
|
5.62K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-280- 0.22% |
$14.3K - $15.6K
|
126K
$5.95M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-284- 0.41% |
$14.5K - $15.8K
|
69.8K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-383- 0.15% |
$19.6K - $21.4K
|
254K
$12M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-910Closed |
$46.5K - $50.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-955- 5.91% |
$48.8K - $53.3K
|
15.2K
$720K
|