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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
243+ 0.24% |
$11.2K - $11.8K
|
102K
$4.85M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
150+ 50.0% |
$6.92K - $7.28K
|
450
$21.3K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
148+ 2.33% |
$6.82K - $7.19K
|
6.51K
$308K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
87New |
$4.01K - $4.22K
|
87
$4.12K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
47+ 0.9% |
$2.17K - $2.28K
|
5.25K
$248K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18+ 0.33% |
$830 - $874
|
5.48K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-17- 0.11% |
$784 - $826
|
15K
$708K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18- 0.33% |
$830 - $874
|
5.46K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-33- 20.12% |
$1.52K - $1.6K
|
131
$6.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-42- 1.76% |
$1.94K - $2.04K
|
2.34K
$111K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-125- 1.53% |
$5.76K - $6.07K
|
8.05K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-195- 0.85% |
$8.99K - $9.47K
|
22.8K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-210- 3.9% |
$9.68K - $10.2K
|
5.17K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-237- 1.98% |
$10.9K - $11.5K
|
11.7K
$555K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-278- 62.47% |
$12.8K - $13.5K
|
167
$7.9K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-347- 63.21% |
$16K - $16.9K
|
202
$9.56K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-347- 63.21% |
$16K - $16.9K
|
202
$9.56K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-700- 1.0% |
$32.3K - $34K
|
69.6K
$3.29M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-726- 0.66% |
$33.5K - $35.3K
|
110K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-931- 4.72% |
$42.9K - $45.2K
|
18.8K
$889K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 8.43% |
$48.1K - $50.7K
|
11.3K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.18K- 7.37% |
$54.3K - $57.2K
|
14.8K
$700K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 5.85% |
$78.5K - $82.7K
|
27.4K
$1.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.14K- 1.46% |
$98.7K - $104K
|
144K
$6.82M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.87K- 15.86% |
$132K - $139K
|
15.2K
$720K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3KClosed |
$138K - $146K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.32K- 4.51% |
$153K - $161K
|
70.2K
$3.32M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 12.82% |
$169K - $178K
|
25K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.07K- 49.67% |
$234K - $246K
|
5.14K
$243K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.99K- 70.46% |
$276K - $291K
|
2.51K
$119K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.57K- 54.53% |
$303K - $319K
|
5.48K
$259K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6.92K- 42.81% |
$319K - $336K
|
9.25K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-8.47K- 10.14% |
$390K - $411K
|
75K
$3.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 6.13% |
$503K - $530K
|
167K
$7.91M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 8.04% |
$519K - $547K
|
129K
$6.09M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12K- 5.22% |
$552K - $582K
|
217K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.8K- 16.0% |
$681K - $717K
|
77.5K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.7K- 4.86% |
$814K - $858K
|
345K
$16.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.5K- 11.89% |
$1.22M - $1.29M
|
196K
$9.3M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-211K- 60.67% |
$9.75M - $10.3M
|
137K
$6.49M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-219K- 95.32% |
$10.1M - $10.6M
|
10.7K
$508K
|