Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 4413.83% |
$47.1M - $50.1M
|
1.04M
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 284.73% |
$39.2M - $41.6M
|
1.14M
$53.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
440K+ 57.12% |
$20.5M - $21.8M
|
1.21M
$57.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
427K+ 278.61% |
$19.8M - $21.1M
|
580K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
284K+ 115.06% |
$13.2M - $14.1M
|
532K
$25.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
263K+ 296.16% |
$12.3M - $13M
|
352K
$16.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
244KNew |
$11.4M - $12.1M
|
244K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
209K+ 176.32% |
$9.72M - $10.3M
|
328K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
183K+ 63.71% |
$8.53M - $9.07M
|
471K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
151KNew |
$7.01M - $7.46M
|
151K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137K+ 33.83% |
$6.36M - $6.76M
|
541K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
131KNew |
$6.11M - $6.49M
|
131K
$6.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
107K+ 395.98% |
$4.98M - $5.29M
|
134K
$6.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 95.61% |
$4.95M - $5.26M
|
218K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.4K+ 4815.0% |
$4.39M - $4.66M
|
96.3K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
88K+ 35.17% |
$4.09M - $4.35M
|
338K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
81.9K+ 5.37% |
$3.81M - $4.05M
|
1.61M
$76.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.5K+ 536.1% |
$3.09M - $3.29M
|
78.9K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60K+ 9.2% |
$2.79M - $2.96M
|
712K
$33.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
57.6KNew |
$2.68M - $2.85M
|
57.6K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.3KNew |
$2.43M - $2.58M
|
52.3K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.3K+ 21.28% |
$2.01M - $2.14M
|
247K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
42.5K+ 41.82% |
$1.98M - $2.1M
|
144K
$6.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
36.6K+ 278.14% |
$1.7M - $1.81M
|
49.7K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
30.6K+ 125.05% |
$1.42M - $1.51M
|
55K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
28.8KNew |
$1.34M - $1.42M
|
28.8K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.3K+ 268.12% |
$1.27M - $1.35M
|
37.5K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.3K+ 42.0% |
$1.27M - $1.35M
|
92.2K
$4.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.3KNew |
$1.09M - $1.15M
|
23.3K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23K+ 79.85% |
$1.07M - $1.14M
|
51.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.4K+ 35.84% |
$996K - $1.06M
|
81.1K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9KNew |
$973K - $1.03M
|
20.9K
$990K
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
20.6K+ 4.18% |
$957K - $1.02M
|
513K
$24.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
19.5KNew |
$905K - $962K
|
19.5K
$922K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17.2KNew |
$801K - $852K
|
17.2K
$816K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 5.62% |
$785K - $835K
|
318K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16.2K+ 1503.89% |
$755K - $802K
|
17.3K
$819K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
13.7K+ 25.1% |
$639K - $679K
|
68.5K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 29.66% |
$597K - $635K
|
56.2K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
10.2K+ 1.27% |
$476K - $506K
|
818K
$38.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$475K - $504K
|
10.2K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 8.89% |
$467K - $496K
|
123K
$5.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.63KNew |
$448K - $476K
|
9.63K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
9.47K+ 6.58% |
$440K - $468K
|
153K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
8.84K+ 39.54% |
$411K - $437K
|
31.2K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.67KNew |
$403K - $429K
|
8.67K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.27KNew |
$385K - $409K
|
8.27K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8KNew |
$372K - $395K
|
8K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.91KNew |
$368K - $391K
|
7.91K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.53KNew |
$350K - $372K
|
7.53K
$356K
|