Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.42MNew |
$113M - $119M
|
2.42M
$113M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$7.14M - $7.53M
|
153K
$7.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
140KNew |
$6.54M - $6.89M
|
140K
$6.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84.9K+ 51.07% |
$3.97M - $4.18M
|
251K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29.2KNew |
$1.36M - $1.44M
|
29.2K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 26.29% |
$708K - $746K
|
72.8K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$647K - $682K
|
1.62M
$76.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 7.13% |
$550K - $580K
|
177K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
8.86K+ 30.79% |
$413K - $436K
|
37.6K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$294K - $309K
|
6.29K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.11K+ 73.9% |
$285K - $301K
|
14.4K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.08K+ 2.66% |
$190K - $201K
|
158K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 744.06% |
$70.2K - $73.9K
|
1.71K
$80K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 5.64% |
$23K - $24.2K
|
9.21K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
310New |
$14.5K - $15.3K
|
310
$14.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 9.33% |
$7.1K - $7.48K
|
1.78K
$83.5K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.18% |
$420 - $443
|
4.94K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-33- 0.54% |
$1.54K - $1.62K
|
6.1K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109- 1.93% |
$5.09K - $5.36K
|
5.55K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-128- 2.82% |
$5.98K - $6.3K
|
4.41K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-253- 4.2% |
$11.8K - $12.4K
|
5.78K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-415- 4.0% |
$19.4K - $20.4K
|
9.95K
$467K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 57.14% |
$47.6K - $50.2K
|
765
$35.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.74K- 4.38% |
$81.2K - $85.6K
|
37.9K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.9K- 3.84% |
$88.7K - $93.4K
|
47.6K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.34K- 9.18% |
$249K - $263K
|
52.8K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 8.79% |
$634K - $668K
|
141K
$6.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16K- 57.07% |
$747K - $787K
|
12K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 22.98% |
$797K - $839K
|
57.2K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55.8K- 53.98% |
$2.61M - $2.75M
|
47.6K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-765K- 93.48% |
$35.7M - $37.6M
|
53.3K
$2.5M
|