Purchases and Sales Made in Q2 2023 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES AGENCY BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.56K- 11.16% |
$380K - $387K
|
28.3K
$3.06M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.59KClosed |
$384K - $391K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.72K- 60.03% |
$397K - $404K
|
2.47K
$268K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.79K- 16.15% |
$405K - $412K
|
19.7K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.86K- 13.84% |
$413K - $421K
|
24K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.37K- 28.54% |
$467K - $476K
|
10.9K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.49K- 13.9% |
$480K - $489K
|
27.8K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-5.4K- 4.63% |
$577K - $588K
|
111K
$12M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.67K- 12.03% |
$820K - $835K
|
56.1K
$6.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.45K- 8.5% |
$903K - $920K
|
91K
$9.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.43K- 12.36% |
$1.01M - $1.03M
|
66.8K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 15.88% |
$1.91M - $1.95M
|
94.9K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30.8K- 85.04% |
$3.29M - $3.35M
|
5.42K
$586K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.4K- 67.98% |
$3.57M - $3.64M
|
15.7K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-575K- 91.83% |
$61.4M - $62.6M
|
51.1K
$5.53M
|