Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
680KNew |
$31.3M - $33M
|
680K
$32.2M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
167K+ 1000.22% |
$7.7M - $8.11M
|
184K
$8.69M
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
153K+ 48.52% |
$7.04M - $7.42M
|
468K
$22.1M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 158.81% |
$5.57M - $5.87M
|
197K
$9.32M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
91.8KNew |
$4.23M - $4.46M
|
91.8K
$4.35M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77.6K+ 59.45% |
$3.58M - $3.77M
|
208K
$9.85M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69.3KNew |
$3.19M - $3.36M
|
69.3K
$3.28M
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
58KNew |
$2.67M - $2.82M
|
58K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.7KNew |
$2.38M - $2.51M
|
51.7K
$2.45M
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
43.6KNew |
$2.01M - $2.12M
|
43.6K
$2.06M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.4KNew |
$1.95M - $2.06M
|
42.4K
$2.01M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28.5KNew |
$1.31M - $1.38M
|
28.5K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 15.93% |
$1.28M - $1.35M
|
202K
$9.58M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.3KNew |
$1.17M - $1.23M
|
25.3K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.2K+ 10.09% |
$1.02M - $1.08M
|
242K
$11.5M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
19.8K+ 9.38% |
$913K - $962K
|
231K
$10.9M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
19.4K+ 410.06% |
$896K - $944K
|
24.2K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19K+ 95.15% |
$874K - $920K
|
38.9K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 214.39% |
$849K - $894K
|
27K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.8KNew |
$776K - $818K
|
16.8K
$797K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.4K+ 4.45% |
$758K - $799K
|
386K
$18.3M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 4.01% |
$709K - $747K
|
399K
$18.9M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 38.04% |
$686K - $722K
|
54K
$2.55M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.62KNew |
$443K - $467K
|
9.62K
$455K
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.23KNew |
$379K - $400K
|
8.23K
$390K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.51KNew |
$300K - $316K
|
6.51K
$308K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
6.32KNew |
$291K - $307K
|
6.32K
$299K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.2K+ 17.86% |
$286K - $301K
|
40.9K
$1.94M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.91KNew |
$272K - $287K
|
5.91K
$279K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.84KNew |
$269K - $283K
|
5.84K
$276K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.52K+ 19.16% |
$254K - $268K
|
34.3K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.65K+ 10.71% |
$214K - $226K
|
48.1K
$2.28M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.24K+ 7.84% |
$195K - $206K
|
58.3K
$2.76M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.24K+ 7.84% |
$195K - $206K
|
58.3K
$2.76M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.06K+ 32.29% |
$187K - $197K
|
16.6K
$787K
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.35K+ 4.51% |
$154K - $163K
|
77.6K
$3.67M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.99K+ 64.7% |
$138K - $145K
|
7.61K
$360K
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.95K+ 12.26% |
$136K - $143K
|
27K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.2K+ 9.59% |
$102K - $107K
|
25.2K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 10.54% |
$79.1K - $83.3K
|
18K
$852K
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.66K+ 7.0% |
$76.3K - $80.4K
|
25.3K
$1.2M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.56K+ 0.41% |
$71.9K - $75.8K
|
380K
$18M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.29K+ 3.2% |
$59.4K - $62.6K
|
41.5K
$1.97M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 16.6% |
$59K - $62.1K
|
8.99K
$425K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
946New |
$43.6K - $45.9K
|
946
$44.8K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
693New |
$31.9K - $33.7K
|
693
$32.8K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
585+ 928.57% |
$27K - $28.4K
|
648
$30.7K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465New |
$21.4K - $22.6K
|
465
$22K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
449+ 955.32% |
$20.7K - $21.8K
|
496
$23.5K
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
377+ 0.23% |
$17.4K - $18.3K
|
162K
$7.65M
|