Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
833K+ 610.82% |
$36.5M - $40.3M
|
969K
$45.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
302KNew |
$13.2M - $14.6M
|
302K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
90.5K+ 1119.81% |
$3.96M - $4.38M
|
98.6K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$2.81M - $3.1M
|
64.1K
$3.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.7K+ 23.43% |
$2.31M - $2.55M
|
277K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
49.2KNew |
$2.15M - $2.38M
|
49.2K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.8K+ 72.7% |
$2.01M - $2.22M
|
109K
$5.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
41.5K+ 39.17% |
$1.82M - $2.01M
|
147K
$6.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.3K+ 137.22% |
$1.68M - $1.85M
|
66.3K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
31.2K+ 61.69% |
$1.37M - $1.51M
|
81.7K
$3.87M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.5KNew |
$1.16M - $1.28M
|
26.5K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.4K+ 4.63% |
$1.07M - $1.18M
|
551K
$26.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
21.4K+ 17.04% |
$939K - $1.04M
|
147K
$6.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
20.9KNew |
$914K - $1.01M
|
20.9K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
20.9KNew |
$914K - $1.01M
|
20.9K
$988K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6KNew |
$900K - $994K
|
20.6K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3KNew |
$847K - $935K
|
19.3K
$916K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18.1K+ 3.96% |
$794K - $877K
|
476K
$22.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
17K+ 25.81% |
$746K - $823K
|
83K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 133.43% |
$714K - $788K
|
28.5K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
11K+ 6.22% |
$480K - $530K
|
187K
$8.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 3.61% |
$458K - $506K
|
300K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.24KNew |
$405K - $447K
|
9.24K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.08K+ 3.82% |
$398K - $439K
|
247K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.46K+ 32.23% |
$327K - $360K
|
30.6K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.45K+ 2.95% |
$283K - $312K
|
225K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.36KNew |
$278K - $307K
|
6.36K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.83K+ 2.12% |
$255K - $282K
|
281K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.96KNew |
$217K - $240K
|
4.96K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.64KNew |
$203K - $224K
|
4.64K
$220K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.24KNew |
$186K - $205K
|
4.24K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.14K+ 42.29% |
$181K - $200K
|
13.9K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 22962.5% |
$161K - $178K
|
3.69K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.64K+ 43.98% |
$160K - $176K
|
11.9K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.51K+ 1.47% |
$154K - $170K
|
242K
$11.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.92K+ 25.92% |
$128K - $141K
|
14.2K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.86K+ 7.44% |
$125K - $138K
|
41.4K
$1.96M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.23KNew |
$97.5K - $108K
|
2.23K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91KNew |
$83.5K - $92.2K
|
1.91K
$90.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.76K+ 17.95% |
$77.2K - $85.2K
|
11.6K
$548K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5K+ 24.59% |
$65.8K - $72.6K
|
7.61K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 226.23% |
$64.2K - $70.9K
|
2.11K
$100K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.38K+ 3.69% |
$60.4K - $66.6K
|
38.7K
$1.83M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.33K+ 5.89% |
$58K - $64.1K
|
23.8K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.12K+ 0.66% |
$49.1K - $54.2K
|
170K
$8.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.02KNew |
$44.6K - $49.2K
|
1.02K
$48.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
815+ 1.96% |
$35.7K - $39.4K
|
42.4K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
811+ 4.16% |
$35.5K - $39.2K
|
20.3K
$962K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
684+ 6.77% |
$30K - $33.1K
|
10.8K
$511K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
627New |
$27.5K - $30.3K
|
627
$29.7K
|