Latest Institutional Purchases of Ishares Trust Aaa A Rated Corp (QLTA)
This list provides information on the latest institutional transactions involving Ishares Trust Aaa A Rated Corp (QLTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90New |
$4.24K - $4.39K
|
90
$4.33K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
90New |
$4.24K - $4.39K
|
90
$4.33K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
86New |
$4.05K - $4.19K
|
86
$4.14K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 3.18% |
$3.2K - $3.32K
|
2.21K
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29+ 6.46% |
$1.37K - $1.41K
|
478
$23K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.35% |
$1.08K - $1.12K
|
6.63K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$707 - $732
|
15
$722
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.04% |
$565 - $585
|
30.2K
$1.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 2.31% |
$377 - $390
|
355
$17.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7New |
$330 - $341
|
7
$337
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 1.41% |
$283 - $293
|
433
$20.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5+ 1.0% |
$236 - $244
|
503
$24.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.64% |
$94.2 - $97.5
|
124
$5.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$47.1 - $48.8
|
4.61K
$222K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91.7KNew |
$4.25M - $4.38M
|
91.7K
$4.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.9K+ 423.33% |
$2.69M - $2.77M
|
71.6K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17.1K+ 26.58% |
$793K - $818K
|
81.4K
$3.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.8KNew |
$503K - $519K
|
10.8K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$487K - $502K
|
10.5K
$505K
|
|
|
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
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.09KNew |
$236K - $243K
|
5.09K
$245K
|
|
|
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 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
575New |
$26.7K - $27.5K
|
575
$27.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465New |
$21.6K - $22.2K
|
465
$22.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
268+ 2.03% |
$12.4K - $12.8K
|
13.5K
$649K
|
|
|
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
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
97New |
$4.5K - $4.64K
|
97
$4.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9New |
$418 - $431
|
9
$433
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
302KNew |
$13.9M - $14.5M
|
302K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.8KNew |
$1.7M - $1.76M
|
36.8K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
21.4KNew |
$990K - $1.03M
|
21.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$604K - $626K
|
13.1K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.9KNew |
$457K - $474K
|
9.9K
$476K
|
|
|
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
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$280K - $290K
|
6.06K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.01KNew |
$231K - $240K
|
5.01K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.57KNew |
$211K - $219K
|
4.57K
$220K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$209K - $216K
|
4.52K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.9K+ 67.43% |
$180K - $186K
|
9.67K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.15KNew |
$53K - $54.9K
|
1.15K
$55.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
990+ 58.06% |
$45.7K - $47.4K
|
2.7K
$130K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
803New |
$37.1K - $38.4K
|
803
$38.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
715New |
$33K - $34.2K
|
715
$34.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
244+ 5.58% |
$11.3K - $11.7K
|
4.61K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
174New |
$8.04K - $8.32K
|
174
$8.37K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
718KNew |
$33.5M - $35.3M
|
718K
$34.6M
|
|