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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.97K+ 89.0% |
$232K - $245K
|
10.6K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.82K+ 16.45% |
$225K - $237K
|
34.1K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.73KNew |
$221K - $233K
|
4.73K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.7K+ 6.87% |
$220K - $231K
|
73.2K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$211K - $222K
|
4.52K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.49KNew |
$210K - $221K
|
4.49K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.39K+ 112.18% |
$205K - $216K
|
8.31K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.37KNew |
$204K - $215K
|
4.37K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.37K+ 1.47% |
$204K - $215K
|
301K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.08K+ 2.66% |
$190K - $201K
|
158K
$7.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 98.39% |
$177K - $187K
|
7.65K
$362K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.61K+ 20.67% |
$169K - $178K
|
21.1K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.3K+ 19.07% |
$154K - $162K
|
20.6K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.23K+ 42.87% |
$151K - $159K
|
10.8K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 62.47% |
$146K - $154K
|
8.15K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.35K+ 24.39% |
$110K - $116K
|
12K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.19KNew |
$102K - $108K
|
2.19K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.19K+ 44.12% |
$102K - $108K
|
7.15K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.87K+ 18.31% |
$87.3K - $92K
|
12.1K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.83K+ 10.61% |
$85.4K - $90K
|
19.1K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.79K+ 279.72% |
$83.7K - $88.2K
|
2.43K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 744.06% |
$70.2K - $73.9K
|
1.71K
$80.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 107.87% |
$63.4K - $66.8K
|
2.62K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 88.47% |
$55.9K - $58.9K
|
2.55K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 4.54% |
$54.4K - $57.4K
|
26.9K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
882+ 19.34% |
$41.2K - $43.4K
|
5.44K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
855+ 712.5% |
$39.9K - $42.1K
|
975
$46.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
833+ 1.68% |
$38.9K - $41K
|
50.5K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
568+ 2.81% |
$26.5K - $27.9K
|
20.8K
$982K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 5.64% |
$23K - $24.2K
|
9.21K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
324+ 18.74% |
$15.1K - $15.9K
|
2.05K
$97.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
310New |
$14.5K - $15.3K
|
310
$14.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
240New |
$11.2K - $11.8K
|
240
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
217+ 8.82% |
$10.1K - $10.7K
|
2.68K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 10.08% |
$8.78K - $9.25K
|
2.05K
$97.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 9.33% |
$7.1K - $7.48K
|
1.78K
$84.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
72+ 0.21% |
$3.36K - $3.54K
|
35.2K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
70+ 0.52% |
$3.27K - $3.44K
|
13.6K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
67New |
$3.13K - $3.3K
|
67
$3.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
$2.71K - $2.85K
|
58
$2.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
28+ 0.13% |
$1.31K - $1.38K
|
21.6K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.18% |
$420 - $443
|
4.94K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 17.56% |
$1.07K - $1.13K
|
108
$5.11K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-33- 0.54% |
$1.54K - $1.62K
|
6.1K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 7.69% |
$2.33K - $2.46K
|
600
$28.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-60- 3.68% |
$2.8K - $2.95K
|
1.57K
$74.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109- 1.93% |
$5.09K - $5.36K
|
5.55K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-128- 2.82% |
$5.98K - $6.3K
|
4.41K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-149- 1.41% |
$6.96K - $7.33K
|
10.4K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-152- 69.41% |
$7.1K - $7.48K
|
67
$3.17K
|