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 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.33K+ 27.52% |
$294K - $313K
|
29.3K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.31K+ 73.9% |
$247K - $262K
|
12.5K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.01KNew |
$233K - $248K
|
5.01K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.68K+ 5.56% |
$218K - $231K
|
89K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.56KNew |
$212K - $225K
|
4.56K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.54KNew |
$211K - $224K
|
4.54K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 7.4% |
$194K - $206K
|
60.5K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.17K+ 22.54% |
$194K - $206K
|
22.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88K+ 21.42% |
$180K - $192K
|
22K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.86KNew |
$179K - $191K
|
3.86K
$182K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.56KNew |
$165K - $176K
|
3.56K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.13KNew |
$145K - $155K
|
3.13K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 12.78% |
$135K - $144K
|
25.7K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 153.56% |
$110K - $117K
|
3.92K
$185K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$86.7K - $92.2K
|
1.87K
$88.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$80.4K - $85.4K
|
1.73K
$81.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7KNew |
$79.1K - $84K
|
1.7K
$80.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.63KNew |
$75.8K - $80.6K
|
1.63K
$77.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 42.29% |
$67.2K - $71.4K
|
4.86K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.35KNew |
$62.9K - $66.9K
|
1.35K
$64K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.19K+ 15.76% |
$55.2K - $58.7K
|
8.72K
$413K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16K+ 0.69% |
$53.7K - $57.1K
|
169K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.01KNew |
$46.9K - $49.9K
|
1.01K
$47.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
941+ 1.94% |
$43.8K - $46.5K
|
49.5K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
921+ 19.75% |
$42.8K - $45.5K
|
5.58K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
661+ 13.25% |
$30.7K - $32.7K
|
5.65K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
529+ 27.41% |
$24.6K - $26.1K
|
2.46K
$116K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
510+ 0.17% |
$23.7K - $25.2K
|
297K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
422+ 2.13% |
$19.6K - $20.9K
|
20.2K
$956K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
379+ 6.71% |
$17.6K - $18.7K
|
6.03K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
345+ 0.6% |
$16K - $17K
|
58.1K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
320New |
$14.9K - $15.8K
|
320
$15.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
202New |
$9.39K - $9.98K
|
202
$9.56K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
178+ 16.48% |
$8.28K - $8.8K
|
1.26K
$59.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
178+ 38.44% |
$8.28K - $8.8K
|
641
$30.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
128New |
$5.95K - $6.33K
|
128
$6.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117New |
$5.44K - $5.78K
|
117
$5.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.09% |
$4.65K - $4.94K
|
118K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
50+ 0.99% |
$2.33K - $2.47K
|
5.1K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$233 - $247
|
5.66K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.96% |
$93 - $98.8
|
210
$9.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.33% |
$46.5 - $49.4
|
76
$3.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-50- 0.65% |
$2.33K - $2.47K
|
7.67K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 36.84% |
$3.26K - $3.46K
|
120
$5.68K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 5.89% |
$4.74K - $5.04K
|
1.63K
$77.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-125- 0.33% |
$5.81K - $6.18K
|
37.8K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 96.98% |
$10.5K - $11.1K
|
7
$331
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-273- 5.25% |
$12.7K - $13.5K
|
4.93K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-337- 10.36% |
$15.7K - $16.7K
|
2.92K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-340- 0.88% |
$15.8K - $16.8K
|
38.5K
$1.82M
|