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 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.39K+ 4.06% |
$156K - $161K
|
87.1K
$4.14M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.52K+ 3.07% |
$116K - $120K
|
84.8K
$4.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 1.04% |
$91.3K - $94.1K
|
194K
$9.21M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.96KNew |
$90K - $92.8K
|
1.96K
$93.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.73KNew |
$79.5K - $82K
|
1.73K
$82.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.56K+ 7.37% |
$71.8K - $74K
|
22.8K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.16K+ 1.4% |
$53.4K - $55.1K
|
84.3K
$4.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.16K+ 19.25% |
$53.2K - $54.9K
|
7.18K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 207.57% |
$47.9K - $49.3K
|
1.54K
$73.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
819+ 284.38% |
$37.6K - $38.8K
|
1.11K
$52.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
512+ 17.62% |
$23.5K - $24.2K
|
3.42K
$162K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
501+ 1.34% |
$23K - $23.7K
|
37.9K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
500+ 4.83% |
$23K - $23.7K
|
10.9K
$516K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
432+ 142.11% |
$19.8K - $20.5K
|
736
$35K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
430+ 15.23% |
$19.7K - $20.4K
|
3.25K
$155K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
149+ 0.09% |
$6.84K - $7.06K
|
158K
$7.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
105+ 0.09% |
$4.82K - $4.97K
|
118K
$5.58M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
49+ 0.91% |
$2.25K - $2.32K
|
5.44K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.23% |
$643 - $663
|
6.13K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$230 - $237
|
5.65K
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.35% |
$45.9 - $47.4
|
75
$3.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$184 - $189
|
22K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-6- 0.05% |
$276 - $284
|
13.1K
$625K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 0.83% |
$413 - $426
|
1.08K
$51.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 0.57% |
$505 - $521
|
1.93K
$91.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-20- 0.26% |
$919 - $947
|
7.72K
$367K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-23- 9.02% |
$1.06K - $1.09K
|
232
$11K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-65- 1.27% |
$2.99K - $3.08K
|
5.05K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150- 33.33% |
$6.89K - $7.1K
|
300
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190- 1.04% |
$8.73K - $9K
|
18.1K
$860K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-230- 9.52% |
$10.6K - $10.9K
|
2.19K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-362- 0.09% |
$16.6K - $17.1K
|
404K
$19.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-370- 1.59% |
$17K - $17.5K
|
23K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410- 3.87% |
$18.8K - $19.4K
|
10.2K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-426- 8.37% |
$19.6K - $20.2K
|
4.66K
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-479- 2.46% |
$22K - $22.7K
|
19K
$901K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-495- 3.68% |
$22.7K - $23.4K
|
12.9K
$615K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-527- 0.42% |
$24.2K - $25K
|
124K
$5.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-578- 2.84% |
$26.5K - $27.4K
|
19.8K
$940K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-664- 50.53% |
$30.5K - $31.4K
|
650
$30.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-765- 11.09% |
$35.1K - $36.2K
|
6.13K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.11K- 89.45% |
$51K - $52.6K
|
131
$6.23K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.5K- 6.06% |
$69K - $71.1K
|
23.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.78K- 7.19% |
$81.8K - $84.4K
|
23K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.68KClosed |
$123K - $127K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.76K- 1.88% |
$127K - $130K
|
144K
$6.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.37K- 94.19% |
$155K - $160K
|
208
$9.88K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.09K- 9.5% |
$188K - $193K
|
38.9K
$1.85M
|