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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-20KClosed |
$1.1M - $1.17M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.78KClosed |
$97.6K - $104K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-70.6KClosed |
$3.88M - $4.12M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-4.5KClosed |
$247K - $262K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.61K- 56.45% |
$143K - $152K
|
2.01K
$94.6K
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.73KClosed |
$369K - $392K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Optas, LLC
|
SELL
|
- |
-56.6KClosed |
$3.1M - $3.3M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-4.86KClosed |
$267K - $283K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10Closed |
$573 - $588
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-395Closed |
$22.6K - $23.2K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-92.9KClosed |
$5.33M - $5.46M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-56.4KClosed |
$3.23M - $3.31M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-295Closed |
$16.9K - $17.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-300Closed |
$17.2K - $17.6K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.1KClosed |
$464K - $476K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-495Closed |
$28.4K - $29.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
$3.33K - $3.41K
|
58
$2.73K
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.9KClosed |
$1.54M - $1.58M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-13.2KClosed |
$755K - $774K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 05, 2021
Q3 2020
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500Closed |
$28.9K - $29.7K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-84Closed |
$4.85K - $4.99K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-8.96KClosed |
$517K - $532K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4KClosed |
$231K - $238K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-741Closed |
$42.8K - $44.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
965+ 197.34% |
$52.2K - $55.8K
|
1.45K
$68.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-450Closed |
$24.3K - $26K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-855Closed |
$46.2K - $49.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-31Closed |
$1.68K - $1.79K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-56Closed |
$3.03K - $3.24K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.15KClosed |
$397K - $468K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-49Closed |
$2.38K - $2.81K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-208KClosed |
$10.1M - $11.9M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-3.5KClosed |
$170K - $201K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
221New |
$11.9K - $12.2K
|
221
$10.4K
|
|
|
Feb 10, 2020
Q4 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.81KClosed |
$206K - $210K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
19New |
$1.02K - $1.04K
|
19
$894
|
|
|
Nov 14, 2019
Q3 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-5.42KClosed |
$292K - $297K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-122Closed |
$6.57K - $6.69K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-203Closed |
$10.9K - $11.1K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-214Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-135Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Old National Bancorp
|
SELL
|
- |
-198KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Conning Inc.
|
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
213New |
N/A
|
213
$10K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-332Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-517Closed |
N/A
|
0
$0
|
|