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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-350- 1.85% |
$16.3K - $17.3K
|
18.6K
$881K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-378- 0.3% |
$17.6K - $18.7K
|
124K
$5.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 18.31% |
$18.6K - $19.8K
|
1.79K
$84.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-414- 1.88% |
$19.3K - $20.5K
|
21.5K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-500- 4.61% |
$23.3K - $24.7K
|
10.4K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-517- 70.24% |
$24K - $25.6K
|
219
$10.4K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-631- 0.74% |
$29.3K - $31.2K
|
84.2K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-986- 8.53% |
$45.8K - $48.7K
|
10.6K
$500K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.07K- 6.78% |
$49.9K - $53K
|
14.7K
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.42K- 1.55% |
$113K - $120K
|
154K
$7.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.65K- 26.93% |
$123K - $131K
|
7.18K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.76K- 6.53% |
$128K - $136K
|
39.5K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 1.94% |
$142K - $151K
|
155K
$7.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.41K- 14.64% |
$158K - $168K
|
19.9K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9.91K- 20.19% |
$461K - $490K
|
39.2K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.9K- 27.94% |
$506K - $537K
|
28K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 23.82% |
$510K - $542K
|
35.1K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-19.8K- 94.82% |
$919K - $977K
|
1.08K
$51.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-28.5K- 14.69% |
$1.32M - $1.41M
|
165K
$7.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-30.5K- 69.35% |
$1.42M - $1.51M
|
13.5K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.3K- 16.28% |
$1.69M - $1.79M
|
187K
$8.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-47.4K- 54.42% |
$2.2M - $2.34M
|
39.7K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48.9K- 22.73% |
$2.27M - $2.42M
|
166K
$7.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-51.8K- 33.36% |
$2.41M - $2.56M
|
103K
$4.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-257K- 77.61% |
$12M - $12.7M
|
74.2K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-562K- 54.23% |
$26.1M - $27.8M
|
475K
$22.5M
|