Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
798K+ 698.3% |
$35.9M - $37.8M
|
912K
$43.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225KNew |
$10.1M - $10.6M
|
225K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
165KNew |
$7.45M - $7.83M
|
165K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.6K+ 100758.33% |
$3.81M - $4.01M
|
84.7K
$4.03M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 15.6% |
$3.2M - $3.37M
|
527K
$25M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70.1K+ 4.95% |
$3.16M - $3.32M
|
1.48M
$70.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.3K+ 337.56% |
$2.94M - $3.09M
|
84.6K
$4.02M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.2KNew |
$2.85M - $2.99M
|
63.2K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
37.4K+ 15.77% |
$1.69M - $1.77M
|
275K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
35.1K+ 32.18% |
$1.58M - $1.66M
|
144K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32K+ 8.47% |
$1.44M - $1.52M
|
410K
$19.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30.8K+ 471.27% |
$1.39M - $1.46M
|
37.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 57.87% |
$1.16M - $1.22M
|
70.1K
$3.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
25.5K+ 85.23% |
$1.15M - $1.21M
|
55.5K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.5K+ 5.9% |
$1.15M - $1.21M
|
458K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.1KNew |
$1.13M - $1.19M
|
25.1K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
20.4KNew |
$919K - $966K
|
20.4K
$969K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20K+ 23.31% |
$902K - $948K
|
106K
$5.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8K+ 115.27% |
$800K - $841K
|
33.2K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
17.5KNew |
$789K - $829K
|
17.5K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 14.03% |
$756K - $794K
|
136K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 6.87% |
$692K - $727K
|
239K
$11.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.5KNew |
$607K - $639K
|
13.5K
$641K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 7.34% |
$543K - $571K
|
176K
$8.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
12K+ 10.57% |
$543K - $570K
|
126K
$5.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 39.82% |
$534K - $562K
|
41.6K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
8.72K+ 1.91% |
$393K - $413K
|
464K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.47K+ 15.49% |
$382K - $401K
|
63.2K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.54KNew |
$340K - $357K
|
7.54K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7KNew |
$315K - $332K
|
7K
$333K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
6.47K+ 10.39% |
$292K - $306K
|
68.7K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.11KNew |
$275K - $289K
|
6.11K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.05K+ 18.66% |
$273K - $287K
|
38.5K
$1.83M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.89K+ 35.48% |
$266K - $279K
|
22.5K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
3.86K+ 16.93% |
$174K - $183K
|
26.7K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.77K+ 1.28% |
$125K - $131K
|
219K
$10.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.55K+ 1.54% |
$115K - $121K
|
168K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.24K+ 12.95% |
$101K - $106K
|
19.5K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.94K+ 2.11% |
$87.5K - $92K
|
94.2K
$4.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 3.85% |
$65K - $68.3K
|
38.9K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
776+ 8.58% |
$35K - $36.8K
|
9.82K
$466K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
527New |
$23.7K - $25K
|
527
$25K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
346+ 4.47% |
$15.6K - $16.4K
|
8.08K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
255+ 4.96% |
$11.5K - $12.1K
|
5.39K
$256K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
189+ 112.5% |
$8.52K - $8.95K
|
357
$17K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
119+ 8.39% |
$5.36K - $5.64K
|
1.54K
$73.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
81+ 1.54% |
$3.65K - $3.84K
|
5.33K
$253K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
73+ 3.15% |
$3.29K - $3.46K
|
2.39K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$1.13K - $1.18K
|
25
$1.19K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$991 - $1.04K
|
22
$1.05K
|