Purchases and Sales Made in Q1 2025 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 2025. 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 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.51K+ 5.4% |
$393K - $407K
|
166K
$7.91M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.14K+ 2.7% |
$376K - $389K
|
310K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.66KNew |
$354K - $366K
|
7.66K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.64K+ 55.98% |
$353K - $365K
|
21.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.42KNew |
$296K - $307K
|
6.42K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$283K - $293K
|
6.13K
$292K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.1K+ 216.92% |
$282K - $292K
|
8.92K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$280K - $290K
|
6.06K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.73KNew |
$265K - $274K
|
5.73K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.73KNew |
$265K - $274K
|
5.73K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
5.49KNew |
$253K - $262K
|
5.49K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.47KNew |
$253K - $262K
|
5.47K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 66.41% |
$250K - $259K
|
13.6K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.39K+ 44.95% |
$249K - $258K
|
17.4K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
5.36K+ 76.51% |
$248K - $256K
|
12.4K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5.12K+ 14.52% |
$236K - $245K
|
40.4K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.11KNew |
$236K - $244K
|
5.11K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.01KNew |
$231K - $240K
|
5.01K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.84KNew |
$223K - $231K
|
4.84K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.57KNew |
$211K - $219K
|
4.57K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.43K+ 169.52% |
$205K - $212K
|
7.05K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.39K+ 16.36% |
$203K - $210K
|
31.2K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.1K+ 8.11% |
$189K - $196K
|
54.6K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.9K+ 67.43% |
$180K - $186K
|
9.67K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
BUY
|
- |
3.82K+ 1.21% |
$176K - $183K
|
319K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.38K+ 17.72% |
$156K - $162K
|
22.4K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.02K+ 63.88% |
$140K - $145K
|
7.75K
$370K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.02K+ 61.18% |
$139K - $144K
|
7.95K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
2.84K+ 20.9% |
$131K - $136K
|
16.4K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.54K+ 37.45% |
$117K - $122K
|
9.32K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.72K+ 51.5% |
$79.2K - $82K
|
5.05K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.44K+ 56.51% |
$66.5K - $68.9K
|
3.99K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.15KNew |
$53K - $54.9K
|
1.15K
$54.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.1K+ 49.91% |
$50.6K - $52.4K
|
3.29K
$157K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06KNew |
$49K - $50.7K
|
1.06K
$50.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
990+ 58.06% |
$45.7K - $47.4K
|
2.7K
$128K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
803New |
$37.1K - $38.4K
|
803
$38.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
715New |
$33K - $34.2K
|
715
$34.1K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
685+ 3.3% |
$31.6K - $32.8K
|
21.4K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
674+ 217.42% |
$31.1K - $32.2K
|
984
$46.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
512+ 0.39% |
$23.6K - $24.5K
|
132K
$6.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
474+ 3.3% |
$21.9K - $22.7K
|
14.9K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
450+ 21.92% |
$20.8K - $21.5K
|
2.5K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
427New |
$19.7K - $20.4K
|
427
$20.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
413+ 6.57% |
$19.1K - $19.8K
|
6.7K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
365+ 8.28% |
$16.9K - $17.5K
|
4.77K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
347New |
$16K - $16.6K
|
347
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
329+ 6.05% |
$15.2K - $15.7K
|
5.77K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
328+ 52.31% |
$15.1K - $15.7K
|
955
$45.5K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
312+ 2.43% |
$14.4K - $14.9K
|
13.2K
$628K
|