Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
165K+ 12.08% |
$7.56M - $7.79M
|
1.53M
$72.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
119KNew |
$5.45M - $5.62M
|
119K
$5.63M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90.2K+ 143.07% |
$4.14M - $4.27M
|
153K
$7.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
86K+ 9.05% |
$3.95M - $4.08M
|
1.04M
$49.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.4K+ 10.41% |
$2.82M - $2.91M
|
652K
$31M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58.5K+ 21.44% |
$2.69M - $2.77M
|
332K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.8K+ 100.4% |
$2.56M - $2.64M
|
111K
$5.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49.6K+ 323.74% |
$2.28M - $2.35M
|
64.9K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.1KNew |
$2.12M - $2.18M
|
46.1K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.8K+ 88.7% |
$1.92M - $1.98M
|
89K
$4.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
38.7K+ 8.52% |
$1.78M - $1.83M
|
493K
$23.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.5K+ 51.68% |
$1.77M - $1.82M
|
113K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.7K+ 15.96% |
$1.41M - $1.45M
|
223K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9KNew |
$1.37M - $1.42M
|
29.9K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.2K+ 34.74% |
$1.2M - $1.24M
|
102K
$4.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
23.4K+ 90.84% |
$1.07M - $1.11M
|
49.1K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.6K+ 99.45% |
$992K - $1.02M
|
43.3K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 62.17% |
$991K - $1.02M
|
56.3K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 7.68% |
$969K - $999K
|
296K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20.8KNew |
$957K - $987K
|
20.8K
$990K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$909K - $938K
|
19.8K
$941K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.1K+ 240.38% |
$877K - $904K
|
27K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.5KNew |
$849K - $875K
|
18.5K
$878K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
17.4K+ 8.81% |
$800K - $825K
|
215K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
16.2K+ 2.05% |
$746K - $769K
|
808K
$38.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.2K+ 38.88% |
$743K - $766K
|
57.8K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15.4K+ 170.14% |
$707K - $729K
|
24.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 7.73% |
$670K - $691K
|
203K
$9.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4KNew |
$570K - $588K
|
12.4K
$590K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
11.8K+ 9.88% |
$542K - $559K
|
131K
$6.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.6KNew |
$531K - $547K
|
11.6K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10.4K+ 191.13% |
$477K - $492K
|
15.8K
$752K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
10KNew |
$459K - $474K
|
10K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.92KNew |
$455K - $470K
|
9.92K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.34K+ 18.54% |
$429K - $443K
|
59.7K
$2.84M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.57K+ 21.44% |
$393K - $406K
|
48.5K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.2K+ 2.8% |
$377K - $389K
|
301K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.26KNew |
$334K - $344K
|
7.26K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$308K - $317K
|
6.7K
$318K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.69K+ 2.78% |
$307K - $317K
|
247K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.69K+ 2.78% |
$307K - $317K
|
247K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.15KNew |
$282K - $291K
|
6.15K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
5.54K+ 1.96% |
$254K - $262K
|
288K
$13.7M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5.2KNew |
$239K - $246K
|
5.2K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.99KNew |
$229K - $236K
|
4.99K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.95K+ 9.94% |
$227K - $234K
|
54.8K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.94K+ 66.1% |
$227K - $234K
|
12.4K
$589K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.72K+ 3.11% |
$217K - $224K
|
157K
$7.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.5K+ 1.54% |
$207K - $213K
|
297K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.95K+ 11.34% |
$181K - $187K
|
38.8K
$1.84M
|