Purchases and Sales Made in Q3 2025 in Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST AAA-A RATED CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
630K+ 27.99% |
$29.7M - $30.7M
|
2.88M
$139M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
341K+ 20.32% |
$16M - $16.6M
|
2.02M
$97M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
253K+ 189.66% |
$11.9M - $12.3M
|
386K
$18.6M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
250KNew |
$11.8M - $12.2M
|
250K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
228KNew |
$10.7M - $11.1M
|
228K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
222K+ 12.45% |
$10.5M - $10.8M
|
2M
$96.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
184K+ 52.54% |
$8.68M - $8.99M
|
535K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
141K+ 21.01% |
$6.65M - $6.89M
|
813K
$39.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
136K+ 15.45% |
$6.39M - $6.62M
|
1.01M
$48.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
127KNew |
$5.96M - $6.17M
|
127K
$6.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
122KNew |
$5.76M - $5.96M
|
122K
$5.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
113K+ 55.62% |
$5.33M - $5.52M
|
317K
$15.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112K+ 12.47% |
$5.3M - $5.48M
|
1.01M
$48.8M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
76.6KNew |
$3.61M - $3.74M
|
76.6K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
75.8K+ 80.3% |
$3.57M - $3.7M
|
170K
$8.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
74.9KNew |
$3.53M - $3.66M
|
74.9K
$3.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
74.1K+ 18.11% |
$3.49M - $3.62M
|
484K
$23.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65.9K+ 20.4% |
$3.11M - $3.22M
|
389K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
62.4K+ 12.82% |
$2.94M - $3.04M
|
549K
$26.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.2K+ 17.68% |
$2.84M - $2.94M
|
401K
$19.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59.9KNew |
$2.82M - $2.92M
|
59.9K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
52.8KNew |
$2.49M - $2.58M
|
52.8K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
51.3K+ 22.21% |
$2.42M - $2.5M
|
282K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41.9K+ 14.01% |
$1.97M - $2.04M
|
341K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
38.6KNew |
$1.82M - $1.88M
|
38.6K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
36.6KNew |
$1.72M - $1.78M
|
36.6K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34K+ 30.5% |
$1.6M - $1.66M
|
145K
$7M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24.6K+ 44.56% |
$1.16M - $1.2M
|
79.8K
$3.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
22.9K+ 24.27% |
$1.08M - $1.12M
|
117K
$5.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
21.1K+ 12.37% |
$993K - $1.03M
|
192K
$9.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 2.16% |
$976K - $1.01M
|
980K
$47.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 120.92% |
$965K - $999K
|
37.4K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.3K+ 75.42% |
$955K - $988K
|
47.1K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19.4KNew |
$916K - $948K
|
19.4K
$936K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.6K+ 62.11% |
$876K - $907K
|
48.5K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$864K - $894K
|
18.3K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.6K+ 4.26% |
$828K - $858K
|
430K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$661K - $684K
|
14K
$675K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.9K+ 12.18% |
$656K - $680K
|
128K
$6.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.7K+ 80.13% |
$644K - $667K
|
30.7K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13K+ 27.17% |
$612K - $633K
|
60.8K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6KNew |
$593K - $614K
|
12.6K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$591K - $612K
|
12.5K
$604K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12KNew |
$563K - $583K
|
12K
$575K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
11.3K+ 86.1% |
$531K - $549K
|
24.3K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 9.92% |
$524K - $542K
|
123K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10.2KNew |
$482K - $499K
|
10.2K
$492K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.14KNew |
$431K - $446K
|
9.14K
$440K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.18KNew |
$385K - $399K
|
8.18K
$393K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.51KNew |
$354K - $366K
|
7.51K
$361K
|
|