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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
819+ 284.38% |
$37.6K - $38.8K
|
1.11K
$52.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.23% |
$643 - $663
|
6.13K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.26KNew |
$334K - $344K
|
7.26K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.68KClosed |
$123K - $127K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$308K - $317K
|
6.7K
$315K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-495- 3.68% |
$22.7K - $23.4K
|
12.9K
$609K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.4KNew |
$570K - $588K
|
12.4K
$584K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150- 33.33% |
$6.89K - $7.1K
|
300
$14.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
10KNew |
$459K - $474K
|
10K
$470K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237New |
$11.1K - $11.4K
|
237
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
276+ 2.03% |
$12.9K - $13.3K
|
13.8K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.2K- 20.89% |
$56.1K - $57.7K
|
4.54K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.8K+ 171.37% |
$1.63M - $1.68M
|
55.1K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$93.7 - $96.3
|
2
$94.1
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-21- 0.16% |
$983 - $1.01K
|
12.9K
$605K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.37K - $9.63K
|
200
$9.41K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$1.17K - $1.2K
|
25
$1.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
549+ 7.21% |
$25.7K - $26.4K
|
8.16K
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
905New |
$42.4K - $43.6K
|
905
$42.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-464K- 97.51% |
$21.7M - $22.3M
|
11.9K
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-550- 2.71% |
$25.8K - $26.5K
|
19.8K
$929K
|
|
| Q4 2023 | |||||||
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-11.8K- 8.99% |
$517K - $571K
|
120K
$5.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
20.9KNew |
$914K - $1.01M
|
20.9K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.96KNew |
$217K - $240K
|
4.96K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
391New |
$17.1K - $18.9K
|
391
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91KNew |
$83.5K - $92.2K
|
1.91K
$89.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
627New |
$27.5K - $30.3K
|
627
$29.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.64KNew |
$203K - $224K
|
4.64K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.02KNew |
$44.6K - $49.2K
|
1.02K
$47.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.38K+ 3.69% |
$60.4K - $66.6K
|
38.7K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 49.02% |
$4.38K - $4.84K
|
104
$4.89K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.92K+ 25.92% |
$128K - $141K
|
14.2K
$668K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.2KNew |
$2.85M - $2.99M
|
63.2K
$2.97M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
527New |
$23.7K - $25K
|
527
$24.8K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
6.47K+ 10.39% |
$292K - $306K
|
68.7K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
17.5KNew |
$789K - $829K
|
17.5K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.1KNew |
$1.13M - $1.19M
|
25.1K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
35.1K+ 32.18% |
$1.58M - $1.66M
|
144K
$6.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-660- 88.35% |
$29.7K - $31.3K
|
87
$4.09K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-640K- 98.86% |
$28.9M - $30.3M
|
7.35K
$346K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$991 - $1.04K
|
22
$1.03K
|
|
| Q2 2023 | |||||||
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.3K+ 20.01% |
$60.6K - $62.7K
|
7.81K
$367K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-169- 23.54% |
$7.87K - $8.14K
|
549
$25.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53New |
$2.47K - $2.55K
|
53
$2.49K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 25.88% |
$111K - $115K
|
6.86K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.7K+ 97.08% |
$1.85M - $1.91M
|
80.7K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-295- 1.29% |
$13.7K - $14.2K
|
22.5K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
44New |
$2.05K - $2.12K
|
44
$2.07K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 16.45% |
$1.16K - $1.2K
|
127
$5.97K
|
|