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 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-227- 6.38% |
$10.6K - $11.2K
|
3.33K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-253- 4.2% |
$11.8K - $12.4K
|
5.78K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-325- 0.86% |
$15.2K - $16K
|
37.5K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-345- 1.57% |
$16.1K - $17K
|
21.6K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-415- 4.0% |
$19.4K - $20.4K
|
9.95K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-472- 2.54% |
$22K - $23.2K
|
18.1K
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-500- 4.83% |
$23.3K - $24.6K
|
9.85K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-931- 54.76% |
$43.5K - $45.8K
|
769
$36.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 57.14% |
$47.6K - $50.2K
|
765
$36.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.11K- 7.49% |
$51.6K - $54.4K
|
13.6K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.74K- 4.38% |
$81.2K - $85.6K
|
37.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 1.05% |
$82.7K - $87.2K
|
167K
$7.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.9K- 3.84% |
$88.7K - $93.4K
|
47.6K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.08K- 1.12% |
$97.3K - $102K
|
185K
$8.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.88K- 7.29% |
$135K - $142K
|
36.6K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.34K- 9.18% |
$249K - $263K
|
52.8K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.66K- 6.97% |
$264K - $278K
|
75.5K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.96K- 6.7% |
$278K - $293K
|
83K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 3.37% |
$533K - $562K
|
327K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-13.1K- 2.78% |
$611K - $644K
|
458K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 8.79% |
$634K - $668K
|
141K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15K- 38.88% |
$698K - $736K
|
23.5K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16K- 57.07% |
$747K - $787K
|
12K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 22.98% |
$797K - $839K
|
57.2K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-19K- 22.1% |
$885K - $933K
|
66.8K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.8K- 3.41% |
$923K - $973K
|
560K
$26.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.2K- 9.25% |
$941K - $992K
|
198K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23.7K- 43.09% |
$1.11M - $1.17M
|
31.3K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-36.9K- 23.91% |
$1.72M - $1.81M
|
117K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50.3K- 42.75% |
$2.35M - $2.47M
|
67.3K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55.8K- 53.98% |
$2.61M - $2.75M
|
47.6K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-198K- 38.63% |
$9.26M - $9.75M
|
315K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-765K- 93.48% |
$35.7M - $37.6M
|
53.3K
$2.52M
|