Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
792KNew |
$37.1M - $38.1M
|
792K
$37.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
380K+ 95.13% |
$17.8M - $18.3M
|
779K
$36.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
273KNew |
$12.8M - $13.1M
|
273K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
196K+ 25.99% |
$9.18M - $9.44M
|
951K
$45M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
117KNew |
$5.5M - $5.65M
|
117K
$5.56M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.7K+ 896.58% |
$2.66M - $2.73M
|
63K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
52.8KNew |
$2.47M - $2.54M
|
52.8K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
50.4KNew |
$2.36M - $2.43M
|
50.4K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.1K+ 7.09% |
$1.83M - $1.88M
|
590K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.8K+ 171.37% |
$1.63M - $1.68M
|
55.1K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.2K+ 11.43% |
$1.32M - $1.36M
|
275K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
28K+ 16.5% |
$1.31M - $1.35M
|
198K
$9.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.2K+ 53.28% |
$1.23M - $1.26M
|
75.4K
$3.57M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24.8KNew |
$1.16M - $1.19M
|
24.8K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.9K+ 15.71% |
$1.03M - $1.05M
|
161K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$896K - $921K
|
19.1K
$906K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 65.43% |
$873K - $898K
|
47.2K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 89.18% |
$767K - $788K
|
34.7K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 5.46% |
$710K - $729K
|
293K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 6.67% |
$704K - $724K
|
241K
$11.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 6.67% |
$704K - $724K
|
241K
$11.4M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.1K+ 588.63% |
$613K - $630K
|
15.3K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
11.4K+ 43.81% |
$534K - $549K
|
37.4K
$1.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.4KNew |
$485K - $499K
|
10.4K
$490K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 6.84% |
$472K - $485K
|
157K
$7.45M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.14K+ 12.27% |
$381K - $392K
|
74.4K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.15K+ 16.76% |
$335K - $344K
|
49.8K
$2.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.72K+ 15.82% |
$314K - $323K
|
49.2K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.12KNew |
$286K - $294K
|
6.12K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.02KNew |
$282K - $290K
|
6.02K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.66K+ 3.28% |
$218K - $224K
|
147K
$6.94M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.58K+ 3.11% |
$214K - $220K
|
152K
$7.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.57K+ 2.44% |
$214K - $220K
|
192K
$9.08M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.57K+ 22287.5% |
$167K - $172K
|
3.58K
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.2K+ 8.71% |
$150K - $154K
|
40K
$1.89M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.68KNew |
$125K - $129K
|
2.68K
$127K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.22K+ 13.83% |
$104K - $107K
|
18.3K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.05K+ 4.95% |
$95.9K - $98.5K
|
43.4K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.95K+ 2.38% |
$91.1K - $93.6K
|
83.7K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.9K+ 23.99% |
$89K - $91.4K
|
9.82K
$465K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 25.67% |
$76K - $78.1K
|
7.95K
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.57K+ 13.59% |
$73.7K - $75.8K
|
13.2K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 12000.0% |
$50.6K - $52K
|
1.09K
$51.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
905New |
$42.4K - $43.6K
|
905
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 37.42% |
$37K - $38.1K
|
2.91K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
659+ 3.21% |
$30.9K - $31.7K
|
21.2K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
554+ 72.89% |
$25.9K - $26.7K
|
1.31K
$62.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
549+ 7.21% |
$25.7K - $26.4K
|
8.16K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
502New |
$23.5K - $24.2K
|
502
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
463New |
$21.7K - $22.3K
|
463
$21.9K
|