Purchases and Sales Made in Q4 2022 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 2022. 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 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
369KNew |
$16.3M - $17.7M
|
369K
$17.5M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
315KNew |
$13.9M - $15.1M
|
315K
$14.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
99.4K+ 3588.27% |
$4.38M - $4.76M
|
102K
$4.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
39.1KNew |
$1.72M - $1.87M
|
39.1K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31K+ 28.44% |
$1.37M - $1.48M
|
140K
$6.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 50.34% |
$1.36M - $1.48M
|
92.3K
$4.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
29.9K+ 16.49% |
$1.32M - $1.43M
|
211K
$10M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
22.3K+ 6.26% |
$981K - $1.07M
|
378K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9KNew |
$878K - $954K
|
19.9K
$943K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.7KNew |
$736K - $799K
|
16.7K
$790K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15KNew |
$660K - $717K
|
15K
$709K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.6KNew |
$554K - $602K
|
12.6K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.2KNew |
$450K - $489K
|
10.2K
$483K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
9.2KNew |
$406K - $441K
|
9.2K
$436K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.58K+ 27.92% |
$334K - $363K
|
34.7K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.24K+ 2.03% |
$319K - $347K
|
363K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 436.69% |
$270K - $293K
|
7.52K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
5.68K+ 31.61% |
$250K - $272K
|
23.7K
$1.12M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.43K+ 50.51% |
$239K - $260K
|
16.2K
$765K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.2KNew |
$229K - $249K
|
5.2K
$246K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.08K+ 2.94% |
$224K - $243K
|
178K
$8.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
4.74KNew |
$209K - $227K
|
4.74K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.82K+ 24.01% |
$168K - $183K
|
19.7K
$933K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.22K+ 59.94% |
$142K - $154K
|
8.59K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 896.51% |
$124K - $135K
|
3.14K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.05K+ 14.72% |
$90.3K - $98.1K
|
16K
$756K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.96K+ 1.8% |
$86.3K - $93.8K
|
111K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.49K+ 6.93% |
$65.6K - $71.3K
|
23K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
386New |
$17K - $18.5K
|
386
$18.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
330+ 1.16% |
$14.5K - $15.8K
|
28.8K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
168New |
$7.41K - $8.05K
|
168
$7.95K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
120+ 1.01% |
$5.29K - $5.75K
|
12K
$566K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
84New |
$3.7K - $4.02K
|
84
$3.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47New |
$2.07K - $2.25K
|
47
$2.22K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
40New |
$1.76K - $1.92K
|
40
$1.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38+ 0.7% |
$1.68K - $1.82K
|
5.46K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29+ 100.0% |
$1.28K - $1.39K
|
58
$2.75K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.08% |
$88.2 - $95.8
|
2.38K
$113K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.04% |
$88.2 - $95.8
|
4.57K
$216K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 2.65% |
$309 - $335
|
257
$12.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16- 0.2% |
$705 - $766
|
8.17K
$387K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-169- 23.54% |
$7.45K - $8.09K
|
549
$26K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-179- 0.08% |
$7.89K - $8.57K
|
223K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-328- 1.41% |
$14.5K - $15.7K
|
23K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-367- 40.07% |
$16.2K - $17.6K
|
549
$26K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-370- 7.49% |
$16.3K - $17.7K
|
4.57K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-389- 4.37% |
$17.1K - $18.6K
|
8.51K
$403K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-506- 1.15% |
$22.3K - $24.2K
|
43.4K
$2.06M
|