Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.4M+ 8408.75% |
$65.1M - $67.3M
|
1.41M
$66.9M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 91.73% |
$8.42M - $8.7M
|
378K
$17.9M
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
114KNew |
$5.32M - $5.5M
|
114K
$5.41M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
73.3K+ 71.59% |
$3.42M - $3.53M
|
176K
$8.32M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.2K+ 51.4% |
$3.08M - $3.19M
|
195K
$9.22M
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
62.3KNew |
$2.9M - $3M
|
62.3K
$2.95M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.2K+ 14.34% |
$2.66M - $2.75M
|
456K
$21.6M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
46.3K+ 12.01% |
$2.16M - $2.23M
|
432K
$20.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 54.18% |
$1.96M - $2.02M
|
120K
$5.66M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.7K+ 97.08% |
$1.85M - $1.91M
|
80.7K
$3.82M
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
39.4K+ 56.69% |
$1.84M - $1.9M
|
109K
$5.16M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.3KNew |
$1.83M - $1.89M
|
39.3K
$1.86M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.4KNew |
$1.74M - $1.8M
|
37.4K
$1.77M
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
32.6KNew |
$1.52M - $1.57M
|
32.6K
$1.54M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 59.11% |
$1.49M - $1.54M
|
85.9K
$4.07M
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
27.4K+ 56.88% |
$1.27M - $1.32M
|
75.4K
$3.57M
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
21.2K+ 14.71% |
$987K - $1.02M
|
165K
$7.83M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20K+ 70.41% |
$934K - $965K
|
48.5K
$2.3M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.3K+ 58.02% |
$898K - $929K
|
52.5K
$2.49M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$887K - $917K
|
19.1K
$902K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 225.69% |
$846K - $875K
|
26.2K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 5.07% |
$815K - $843K
|
363K
$17.2M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.5K+ 11864.89% |
$724K - $749K
|
15.7K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 7.41% |
$718K - $743K
|
224K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.8K+ 6.81% |
$642K - $664K
|
216K
$10.2M
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
12.9K+ 18.3% |
$599K - $619K
|
83.1K
$3.93M
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11K+ 14.16% |
$512K - $529K
|
88.6K
$4.19M
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10KNew |
$466K - $482K
|
10K
$473K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.5K+ 160.81% |
$442K - $457K
|
15.4K
$729K
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
9.04KNew |
$421K - $435K
|
9.04K
$428K
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.52KNew |
$397K - $410K
|
8.52K
$403K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
7.41K+ 1.95% |
$345K - $357K
|
387K
$18.3M
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.27K+ 28.86% |
$338K - $350K
|
32.4K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.59K+ 120.63% |
$307K - $317K
|
12.1K
$570K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.53KNew |
$304K - $315K
|
6.53K
$309K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
6.31K+ 2.73% |
$294K - $304K
|
237K
$11.2M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.28KNew |
$292K - $302K
|
6.28K
$297K
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.08KNew |
$283K - $293K
|
6.08K
$288K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6K+ 79.26% |
$279K - $289K
|
13.6K
$642K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51K+ 14.17% |
$257K - $265K
|
44.4K
$2.1M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.77K+ 53.04% |
$222K - $230K
|
13.8K
$651K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.86K+ 3.51% |
$180K - $186K
|
114K
$5.39M
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.22K+ 9.39% |
$150K - $155K
|
37.5K
$1.78M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.76K+ 10.22% |
$129K - $133K
|
29.8K
$1.41M
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.61K+ 1.61% |
$122K - $126K
|
164K
$7.78M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.5K+ 32.79% |
$116K - $120K
|
10.1K
$479K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.48K+ 16.79% |
$116K - $120K
|
17.3K
$818K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.47K+ 30.0% |
$115K - $119K
|
10.7K
$507K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.1K+ 12.49% |
$98K - $101K
|
18.9K
$897K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.81K+ 6.7% |
$84.2K - $87K
|
28.8K
$1.36M
|