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 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10KNew |
$466K - $482K
|
10K
$470K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-312- 45.02% |
$14.5K - $15K
|
381
$17.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
48New |
$2.24K - $2.31K
|
48
$2.26K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
12.9K+ 18.3% |
$599K - $619K
|
83.1K
$3.91M
|
|
| Q1 2023 | |||||||
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3KClosed |
$138K - $146K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465New |
$21.4K - $22.6K
|
465
$21.9K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.84KNew |
$269K - $283K
|
5.84K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-219K- 95.32% |
$10.1M - $10.6M
|
10.7K
$505K
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
40New |
$1.76K - $1.92K
|
40
$1.88K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-144KClosed |
$6.35M - $6.9M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
386New |
$17K - $18.5K
|
386
$18.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.04% |
$88.2 - $95.8
|
4.57K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29+ 100.0% |
$1.28K - $1.39K
|
58
$2.73K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 8.77% |
$56.6K - $61.5K
|
13.4K
$628K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
84New |
$3.7K - $4.02K
|
84
$3.95K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 2.65% |
$309 - $335
|
257
$12.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-370- 7.49% |
$16.3K - $17.7K
|
4.57K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-184K- 94.32% |
$8.1M - $8.8M
|
11.1K
$520K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.2K+ 2.08% |
$189K - $209K
|
207K
$9.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.76K- 0.25% |
$124K - $138K
|
1.09M
$51.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.16K- 6.82% |
$52.3K - $58K
|
15.9K
$748K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
169New |
$7.61K - $8.43K
|
169
$7.95K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-258K- 96.98% |
$11.6M - $12.8M
|
8.02K
$377K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
10.3K+ 183.93% |
$464K - $514K
|
15.9K
$748K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$900 - $997
|
20
$941
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.3K- 72.97% |
$689K - $763K
|
5.67K
$267K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-6.66KClosed |
$300K - $332K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.96KNew |
$223K - $247K
|
4.96K
$233K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 49.89% |
$73.6K - $81.2K
|
1.57K
$73.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
46New |
$2.17K - $2.39K
|
46
$2.16K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.15KClosed |
$101K - $112K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.4KClosed |
$207K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.57KNew |
$262K - $289K
|
5.57K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
396KNew |
$18.6M - $20.6M
|
396K
$18.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
446New |
$21K - $23.2K
|
446
$21K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5KClosed |
$236K - $260K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.21KClosed |
$198K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-530- 4.27% |
$25K - $27.5K
|
11.9K
$560K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.4KClosed |
$207K - $229K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.4KClosed |
$537K - $592K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.38KNew |
$112K - $124K
|
2.38K
$112K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.11% |
$94.2 - $104
|
1.87K
$87.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$544K - $599K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-11.6KClosed |
$546K - $601K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
28New |
$1.32K - $1.45K
|
28
$1.32K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
115New |
$5.42K - $5.97K
|
115
$5.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
182New |
$8.57K - $9.45K
|
182
$8.56K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.78KClosed |
$414K - $456K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.1K- 20.83% |
$98.9K - $109K
|
7.98K
$375K
|
|