Synergy Investment Management, LLC Ishares Trust Aaa A Rated Corp Transaction History

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Synergy Investment Management, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Synergy Investment Management, LLC holds 9,789 shares of QLTA stock, worth $470,948. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,789
Previous 8,219 19.1%
Holding current value
$470,948
Previous $393 Million 20.67%
% of portfolio
0.18%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$47.11 - $48.77 $73,962 - $76,568
1,570 Added 19.1%
9,789 $474 Million
Q2 2025

Aug 11, 2025
SELL
$46.39 - $47.84 $51,168 - $52,767
-1,103 Reduced 11.83%
8,219 $393 Million
Q1 2025

Apr 29, 2025
BUY
$46.18 - $47.84 $117,297 - $121,513
2,540 Added 37.45%
9,322 $443 Million
Q4 2024

Feb 06, 2025
BUY
$46.69 - $49.2 $316,651 - $333,674
6,782 New
6,782 $317 Million

Others Institutions Holding QLTA

# of Institutions
209
Shares Held
25.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
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