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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
244K+ 51.37% |
$11.4M - $12M
|
718K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.96K- 6.7% |
$278K - $293K
|
83K
$3.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.4K+ 22.82% |
$3.76M - $3.96M
|
433K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
718KNew |
$33.5M - $35.3M
|
718K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
882+ 19.34% |
$41.2K - $43.4K
|
5.44K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
855+ 712.5% |
$39.9K - $42.1K
|
975
$45.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41K+ 30.6% |
$1.92M - $2.02M
|
175K
$8.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$211K - $222K
|
4.52K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
833+ 1.68% |
$38.9K - $41K
|
50.5K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.49KNew |
$210K - $221K
|
4.49K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.94K+ 14.14% |
$371K - $391K
|
64.1K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-60- 3.68% |
$2.8K - $2.95K
|
1.57K
$73.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.7K+ 7.68% |
$2.55M - $2.69M
|
766K
$36M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
40.3KNew |
$1.88M - $1.98M
|
40.3K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 4.54% |
$54.4K - $57.4K
|
26.9K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.11K- 7.49% |
$51.6K - $54.4K
|
13.6K
$642K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.73KNew |
$221K - $233K
|
4.73K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.19KNew |
$102K - $108K
|
2.19K
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.78KNew |
$317K - $334K
|
6.78K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.74KNew |
$361K - $381K
|
7.74K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35.9K+ 14.69% |
$1.68M - $1.77M
|
280K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15.8KNew |
$740K - $780K
|
15.8K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
450KNew |
$21M - $22.2M
|
450K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.5K+ 23.36% |
$3.57M - $3.77M
|
404K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-36.9K- 23.91% |
$1.72M - $1.81M
|
117K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-500- 4.83% |
$23.3K - $24.6K
|
9.85K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
217+ 8.82% |
$10.1K - $10.7K
|
2.68K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.76KNew |
$456K - $480K
|
9.76K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 7.69% |
$2.33K - $2.46K
|
600
$28.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.88K- 7.29% |
$135K - $142K
|
36.6K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-13.1K- 2.78% |
$611K - $644K
|
458K
$21.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.39K+ 112.18% |
$205K - $216K
|
8.31K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.7K+ 6.87% |
$220K - $231K
|
73.2K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-472- 2.54% |
$22K - $23.2K
|
18.1K
$853K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.37K+ 1.47% |
$204K - $215K
|
301K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 10.08% |
$8.78K - $9.25K
|
2.05K
$96.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
324+ 18.74% |
$15.1K - $15.9K
|
2.05K
$96.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
28+ 0.13% |
$1.31K - $1.38K
|
21.6K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.8KNew |
$1.49M - $1.57M
|
31.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62K+ 165.51% |
$2.9M - $3.05M
|
99.5K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 54.13% |
$855K - $901K
|
52.2K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23.7K- 43.09% |
$1.11M - $1.17M
|
31.3K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.37KNew |
$204K - $215K
|
4.37K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
12.2KNew |
$571K - $602K
|
12.2K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
70+ 0.52% |
$3.27K - $3.44K
|
13.6K
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 13.68% |
$250K - $264K
|
44.5K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84.9K+ 51.07% |
$3.97M - $4.18M
|
251K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
310New |
$14.5K - $15.3K
|
310
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.9K+ 15.87% |
$1.07M - $1.12M
|
167K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.1K- 22.98% |
$797K - $839K
|
57.2K
$2.69M
|