Latest Institutional Transactions on Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information on the latest institutional transactions involving Ishares Trust Aaa A Rated Corp (QLTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.58KNew |
$396K - $411K
|
8.58K
$403K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-12.5K- 31.11% |
$579K - $600K
|
27.8K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
136+ 1.37% |
$6.28K - $6.51K
|
10.1K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
413+ 6.57% |
$19.1K - $19.8K
|
6.7K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.73KNew |
$265K - $274K
|
5.73K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.38K- 19.77% |
$110K - $114K
|
9.66K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.89K- 11.02% |
$457K - $473K
|
79.8K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-662- 6.01% |
$30.6K - $31.7K
|
10.4K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$632K - $655K
|
13.7K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13K+ 17.55% |
$602K - $624K
|
87.4K
$4.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75K+ 53.51% |
$3.46M - $3.59M
|
215K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53.6K+ 3.3% |
$2.47M - $2.56M
|
1.68M
$78.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 46.7% |
$1.57M - $1.63M
|
107K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4KNew |
$663K - $687K
|
14.4K
$674K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23.1KNew |
$1.07M - $1.11M
|
23.1K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
474+ 3.3% |
$21.9K - $22.7K
|
14.9K
$697K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.39M- 98.9% |
$110M - $114M
|
26.6K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.8K+ 210.83% |
$1.19M - $1.23M
|
38K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 66.41% |
$250K - $259K
|
13.6K
$636K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80+ 10.46% |
$3.69K - $3.83K
|
845
$39.7K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
87New |
$4.06K - $4.28K
|
87
$4.08K
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
144KNew |
$6.72M - $7.08M
|
144K
$6.75M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.61K+ 20.67% |
$169K - $178K
|
21.1K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.9K+ 17.0% |
$976K - $1.03M
|
144K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 3.37% |
$533K - $562K
|
327K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-931- 54.76% |
$43.5K - $45.8K
|
769
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.08K- 1.12% |
$97.3K - $102K
|
185K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.8K+ 13.29% |
$1.53M - $1.61M
|
279K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
$2.71K - $2.85K
|
58
$2.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
831KNew |
$38.8M - $40.9M
|
831K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.2K+ 7.66% |
$4.07M - $4.29M
|
1.23M
$57.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.79K+ 279.72% |
$83.7K - $88.2K
|
2.43K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5KNew |
$1.14M - $1.2M
|
24.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-325- 0.86% |
$15.2K - $16K
|
37.5K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 17.56% |
$1.07K - $1.13K
|
108
$5.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 1.05% |
$82.7K - $87.2K
|
167K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.83K+ 10.61% |
$85.4K - $90K
|
19.1K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80K+ 154.29% |
$3.73M - $3.93M
|
132K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.82K+ 16.45% |
$225K - $237K
|
34.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.66K- 6.97% |
$264K - $278K
|
75.5K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
35.2KNew |
$1.65M - $1.73M
|
35.2K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-227- 6.38% |
$10.6K - $11.2K
|
3.33K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.5KNew |
$3.48M - $3.66M
|
74.5K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3K+ 65.58% |
$1.6M - $1.69M
|
86.6K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50.3K- 42.75% |
$2.35M - $2.47M
|
67.3K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 88.47% |
$55.9K - $58.9K
|
2.55K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 107.87% |
$63.4K - $66.8K
|
2.62K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 23.82% |
$5.91M - $6.23M
|
658K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.3K+ 19.07% |
$154K - $162K
|
20.6K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
568+ 2.81% |
$26.5K - $27.9K
|
20.8K
$974K
|
|