Purchases and Sales Made in Q3 2025 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.9K+ 11.17% |
$4.88M - $4.95M
|
447K
$49.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.8K+ 64.62% |
$4.12M - $4.18M
|
96.4K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.3K+ 941.69% |
$3.83M - $3.89M
|
39K
$4.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.9K+ 710.66% |
$3.57M - $3.63M
|
37.5K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.7K+ 7.5% |
$3.02M - $3.06M
|
398K
$43.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.3K+ 15.89% |
$1.33M - $1.35M
|
89.4K
$9.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
11K+ 8.92% |
$1.2M - $1.22M
|
135K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.84KNew |
$853K - $866K
|
7.84K
$865K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.43K+ 7.2% |
$808K - $820K
|
111K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.76K+ 10.71% |
$626K - $636K
|
59.5K
$6.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.44K+ 25.9% |
$591K - $601K
|
26.4K
$2.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.38K+ 4.39% |
$585K - $594K
|
128K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.79K+ 1.66% |
$521K - $529K
|
293K
$32.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.74K+ 6.54% |
$516K - $524K
|
77.2K
$8.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$413K - $419K
|
3.8K
$419K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
2.85K+ 8.4% |
$310K - $314K
|
36.7K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.67K+ 13.01% |
$290K - $294K
|
23.2K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56KNew |
$279K - $283K
|
2.56K
$283K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29KNew |
$249K - $253K
|
2.29K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 1.18% |
$242K - $245K
|
190K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.92K+ 28.65% |
$209K - $212K
|
8.62K
$951K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.85KNew |
$201K - $204K
|
1.85K
$204K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73KNew |
$188K - $190K
|
1.73K
$190K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46K+ 4.27% |
$158K - $161K
|
35.6K
$3.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.28K+ 6.51% |
$139K - $141K
|
21K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.17K+ 14.37% |
$127K - $129K
|
9.3K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.1K+ 1.4% |
$119K - $121K
|
79.5K
$8.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
858+ 4.95% |
$93.3K - $94.7K
|
18.2K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
688New |
$74.8K - $76K
|
688
$75.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
465+ 3.63% |
$50.6K - $51.3K
|
13.3K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
464+ 7.3% |
$50.5K - $51.2K
|
6.82K
$752K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
434+ 4.62% |
$47.2K - $47.9K
|
9.83K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
431+ 582.43% |
$46.9K - $47.6K
|
505
$55.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
428+ 3.3% |
$46.5K - $47.3K
|
13.4K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
383+ 16.45% |
$41.6K - $42.3K
|
2.71K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
376+ 9.43% |
$40.9K - $41.5K
|
4.36K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
341+ 3.43% |
$37.1K - $37.6K
|
10.3K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
256+ 113.27% |
$27.8K - $28.3K
|
482
$53.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
232+ 7.63% |
$25.2K - $25.6K
|
3.27K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
183+ 6.35% |
$19.9K - $20.2K
|
3.06K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
162+ 3.89% |
$17.6K - $17.9K
|
4.33K
$477K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
107+ 0.37% |
$11.6K - $11.8K
|
29.2K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$10.9K - $11K
|
100
$11K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100New |
$10.9K - $11K
|
100
$11K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
100+ 4.26% |
$10.9K - $11K
|
2.45K
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 0.46% |
$9.57K - $9.72K
|
19.3K
$2.12M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85+ 4.37% |
$9.24K - $9.38K
|
2.03K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
64+ 2.65% |
$6.96K - $7.07K
|
2.48K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.59% |
$6.31K - $6.4K
|
9.82K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 3.62% |
$2.94K - $2.98K
|
773
$85.3K
|
|