Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.7K+ 9.12% |
$564K - $574K
|
140K
$6.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.98KNew |
$336K - $342K
|
6.98K
$336K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.53K+ 4.02% |
$314K - $320K
|
169K
$8.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.63KNew |
$271K - $276K
|
5.63K
$271K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.18KNew |
$201K - $205K
|
4.18K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.47K+ 4.16% |
$167K - $170K
|
86.8K
$4.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.66K+ 60.63% |
$128K - $130K
|
7.04K
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
590+ 5.68% |
$28.4K - $28.9K
|
11K
$528K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
96+ 0.17% |
$4.62K - $4.7K
|
56.9K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$529 - $539
|
11
$529
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-103- 1.13% |
$4.96K - $5.05K
|
9.04K
$435K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-290- 1.68% |
$14K - $14.2K
|
17K
$818K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-511- 7.2% |
$24.6K - $25K
|
6.58K
$317K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-776- 12.44% |
$37.3K - $38K
|
5.46K
$263K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-2.17K- 41.48% |
$104K - $106K
|
3.06K
$147K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.29K- 30.54% |
$110K - $112K
|
5.21K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.54K- 2.8% |
$170K - $174K
|
123K
$5.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-4.92K- 37.47% |
$237K - $241K
|
8.21K
$395K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.99K- 41.57% |
$288K - $294K
|
8.42K
$405K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-6.8K- 32.72% |
$327K - $333K
|
14K
$673K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.57K- 28.19% |
$412K - $420K
|
21.8K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12K- 4.25% |
$577K - $587K
|
270K
$13M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.2K- 18.56% |
$684K - $697K
|
62.4K
$3M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
SELL
|
- |
-38.4K- 32.7% |
$1.85M - $1.88M
|
79K
$3.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-44.6K- 30.65% |
$2.14M - $2.18M
|
101K
$4.85M
|
|