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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65.9K+ 20.4% |
$3.11M - $3.22M
|
389K
$18.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 8.2% |
$23.6K - $24.4K
|
6.6K
$318K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.81K+ 33.25% |
$132K - $137K
|
11.3K
$542K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.38KNew |
$207K - $214K
|
4.38K
$211K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
1.09K+ 24.52% |
$51.4K - $53.3K
|
5.55K
$267K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
699+ 6.93% |
$32.9K - $34.1K
|
10.8K
$519K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.81K- 5.02% |
$85.3K - $88.3K
|
34.3K
$1.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
90New |
$4.24K - $4.39K
|
90
$4.33K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 6.98% |
$592K - $611K
|
170K
$8.18M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-241- 5.07% |
$11.2K - $11.5K
|
4.51K
$217K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-12.3K- 15.99% |
$569K - $586K
|
64.4K
$3.1M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-406- 4.98% |
$18.8K - $19.4K
|
7.75K
$373K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-147- 0.42% |
$6.82K - $7.03K
|
34.6K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465New |
$21.6K - $22.2K
|
465
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$487K - $502K
|
10.5K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-377- 6.16% |
$17.5K - $18K
|
5.75K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.74K- 63.78% |
$80.7K - $83.2K
|
988
$47.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91.7KNew |
$4.25M - $4.38M
|
91.7K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.8KNew |
$503K - $519K
|
10.8K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2- 0.98% |
$92.8 - $95.7
|
202
$9.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
575New |
$26.7K - $27.5K
|
575
$27.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9New |
$418 - $431
|
9
$433
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-18K- 63.22% |
$836K - $862K
|
10.5K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 5.89% |
$85.3K - $88K
|
33.1K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
976+ 4.59% |
$45.3K - $46.7K
|
22.3K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
8.63K+ 7.8% |
$400K - $413K
|
119K
$5.74M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-542- 21.65% |
$25.1K - $25.9K
|
1.96K
$94.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
268+ 2.03% |
$12.4K - $12.8K
|
13.5K
$649K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.09KNew |
$236K - $243K
|
5.09K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.8K- 57.84% |
$1.76M - $1.81M
|
27.6K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
97New |
$4.5K - $4.64K
|
97
$4.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.9K+ 423.33% |
$2.69M - $2.77M
|
71.6K
$3.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 53.84% |
$581K - $599K
|
10.7K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17.1K+ 26.58% |
$793K - $818K
|
81.4K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-333- 2.53% |
$15.4K - $15.9K
|
12.8K
$618K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 5.63% |
$13.6K - $14.1K
|
4.93K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 1.68% |
$3.71K - $3.83K
|
4.69K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-43.4K- 24.67% |
$2.01M - $2.08M
|
133K
$6.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-18.7K- 70.12% |
$867K - $894K
|
7.96K
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.33% |
$1.58K - $1.63K
|
10.4K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 26.54% |
$119K - $123K
|
7.09K
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$6.26K - $6.46K
|
135
$6.49K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 11.83% |
$4.64K - $4.78K
|
945
$45.5K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$209K - $216K
|
4.52K
$217K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
803New |
$37.1K - $38.4K
|
803
$38.6K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.9KNew |
$457K - $474K
|
9.9K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$280K - $290K
|
6.06K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.78K+ 81.01% |
$452K - $468K
|
21.9K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$604K - $626K
|
13.1K
$629K
|
|