Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
322KNew |
$17.9M - $18.4M
|
322K
$15.3M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
176KNew |
$9.81M - $10.1M
|
176K
$8.39M
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
95.7KNew |
$5.32M - $5.46M
|
95.7K
$4.55M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.8K+ 9.24% |
$2.88M - $2.96M
|
613K
$29.1M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
51.7K+ 21.28% |
$2.87M - $2.94M
|
294K
$14M
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
49.6KNew |
$2.76M - $2.83M
|
49.6K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.3K+ 81.85% |
$2.35M - $2.41M
|
94.1K
$4.47M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.7K+ 3.38% |
$1.93M - $1.98M
|
1.06M
$50.4M
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
25KNew |
$1.39M - $1.43M
|
25K
$1.19M
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
22.6KNew |
$1.26M - $1.29M
|
22.6K
$1.07M
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20.9KNew |
$1.16M - $1.19M
|
20.9K
$993K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1KNew |
$1M - $1.03M
|
18.1K
$859K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
11.9K+ 5.48% |
$662K - $679K
|
229K
$10.9M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
11.6KNew |
$643K - $659K
|
11.6K
$549K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 5.76% |
$642K - $658K
|
212K
$10.1M
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
11.5K+ 7.26% |
$640K - $657K
|
170K
$8.09M
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11.4KNew |
$633K - $649K
|
11.4K
$541K
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
10.9K+ 6.59% |
$606K - $622K
|
176K
$8.38M
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.57K+ 20.62% |
$532K - $545K
|
56K
$2.66M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
8.31K+ 13.46% |
$462K - $474K
|
70.1K
$3.33M
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.3K+ 2.77% |
$462K - $473K
|
308K
$14.7M
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.07KNew |
$448K - $460K
|
8.07K
$383K
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.87K+ 10.37% |
$438K - $449K
|
83.7K
$3.98M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.81K+ 3.59% |
$434K - $445K
|
225K
$10.7M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.68KNew |
$427K - $438K
|
7.68K
$365K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.57KNew |
$421K - $431K
|
7.57K
$360K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.93K+ 87.5% |
$330K - $338K
|
12.7K
$604K
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.08K+ 24.38% |
$283K - $290K
|
25.9K
$1.23M
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.21KNew |
$234K - $240K
|
4.21K
$200K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.19KNew |
$178K - $182K
|
3.19K
$152K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3KNew |
$167K - $171K
|
3K
$143K
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
2.27K+ 3.89% |
$126K - $129K
|
60.5K
$2.88M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.9K+ 0.65% |
$106K - $108K
|
294K
$14M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.34K+ 28.98% |
$74.4K - $76.3K
|
5.96K
$283K
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
1.27K+ 12.98% |
$70.6K - $72.3K
|
11K
$525K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.23K+ 94.69% |
$68.4K - $70.2K
|
2.53K
$120K
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
910New |
$50.6K - $51.9K
|
910
$43.2K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
445+ 14.02% |
$24.7K - $25.4K
|
3.62K
$172K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
392+ 5.99% |
$21.8K - $22.3K
|
6.93K
$330K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
250+ 2.05% |
$13.9K - $14.3K
|
12.4K
$590K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
209+ 0.49% |
$11.6K - $11.9K
|
43.1K
$2.05M
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
160+ 1.1% |
$8.9K - $9.12K
|
14.8K
$701K
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
129New |
$7.17K - $7.35K
|
129
$6.13K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
82New |
$4.56K - $4.67K
|
82
$3.9K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
46New |
$2.56K - $2.62K
|
46
$2.19K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24+ 0.12% |
$1.33K - $1.37K
|
20.5K
$973K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4New |
$222 - $228
|
4
$190
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.53% |
$111 - $114
|
380
$18.1K
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1+ 0.01% |
$55.6 - $57
|
11.8K
$560K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|