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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16+ 1.69% |
$721 - $758
|
962
$45.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.15% |
$406 - $426
|
6.09K
$289K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12- 0.23% |
$541 - $568
|
5.16K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-218- 1.92% |
$9.82K - $10.3K
|
11.1K
$528K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-315- 10.04% |
$14.2K - $14.9K
|
2.82K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-432- 2.58% |
$19.5K - $20.5K
|
16.3K
$774K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-660- 88.35% |
$29.7K - $31.3K
|
87
$4.13K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-696- 6.44% |
$31.4K - $33K
|
10.1K
$480K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-883- 2.27% |
$39.8K - $41.8K
|
38.1K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-919- 8.59% |
$41.4K - $43.5K
|
9.78K
$465K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-981- 9.54% |
$44.2K - $46.5K
|
9.31K
$442K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1K- 2.32% |
$45.2K - $47.5K
|
42.1K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 9.19% |
$49.9K - $52.5K
|
10.9K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.12K- 11.12% |
$50.6K - $53.2K
|
8.99K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.13K- 3.01% |
$50.9K - $53.5K
|
36.4K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.39K- 22.77% |
$62.6K - $65.8K
|
4.72K
$224K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 11.21% |
$69.4K - $73K
|
12.2K
$580K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 5.8% |
$73.8K - $77.6K
|
26.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.17K- 4.47% |
$97.7K - $103K
|
46.3K
$2.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.88K- 10.01% |
$130K - $136K
|
25.9K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.07K- 11.73% |
$138K - $146K
|
23.1K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 18.09% |
$165K - $173K
|
16.6K
$788K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.42K- 2.43% |
$199K - $209K
|
177K
$8.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.08K- 4.03% |
$319K - $335K
|
169K
$8.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.67K- 40.47% |
$345K - $363K
|
11.3K
$536K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.07K- 13.89% |
$364K - $382K
|
50K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.69K- 51.2% |
$392K - $412K
|
8.29K
$394K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-9.48K- 12.57% |
$427K - $449K
|
66K
$3.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10K- 4.97% |
$452K - $475K
|
192K
$9.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.4K- 28.93% |
$513K - $539K
|
27.9K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.4K- 92.08% |
$650K - $683K
|
1.24K
$59K
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-16.2K- 21.63% |
$731K - $768K
|
58.8K
$2.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-16.8K- 51.56% |
$756K - $795K
|
15.8K
$749K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33K- 62.86% |
$1.49M - $1.56M
|
19.5K
$927K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-38.1K- 42.96% |
$1.71M - $1.8M
|
50.5K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.2K- 63.59% |
$2.76M - $2.9M
|
35K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-65.8K- 51.07% |
$2.96M - $3.12M
|
63K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.5K- 20.25% |
$3.31M - $3.48M
|
290K
$13.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-93K- 24.03% |
$4.19M - $4.4M
|
294K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-106K- 54.3% |
$4.77M - $5.01M
|
89.1K
$4.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-121K- 58.45% |
$5.44M - $5.72M
|
85.8K
$4.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-640K- 98.86% |
$28.9M - $30.3M
|
7.35K
$349K
|