Purchases and Sales Made in Q4 2024 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
37.9K+ 30.35% |
$4.09M - $4.19M
|
163K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24KNew |
$2.58M - $2.65M
|
24K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
19.5KNew |
$2.1M - $2.15M
|
19.5K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.9KNew |
$1.82M - $1.87M
|
16.9K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.33KNew |
$681K - $698K
|
6.33K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.5K+ 10.65% |
$377K - $386K
|
36.3K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.65K+ 27.93% |
$286K - $293K
|
12.2K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.63K+ 4.09% |
$175K - $179K
|
41.4K
$4.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.5K+ 0.97% |
$162K - $166K
|
156K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.4K+ 16.02% |
$151K - $154K
|
10.1K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.31K+ 32.99% |
$141K - $145K
|
5.28K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.06K+ 3.88% |
$114K - $117K
|
28.4K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.01K+ 8.25% |
$109K - $111K
|
13.3K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
778+ 1.03% |
$83.8K - $85.9K
|
76.2K
$8.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
707New |
$76.1K - $78K
|
707
$76.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
316+ 1.6% |
$34K - $34.9K
|
20K
$2.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
283+ 1.01% |
$30.5K - $31.2K
|
28.3K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
102+ 18.61% |
$11K - $11.3K
|
650
$70.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$6.14K - $6.29K
|
57
$6.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
40+ 0.64% |
$4.31K - $4.41K
|
6.26K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10New |
$1.08K - $1.1K
|
10
$1.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.9% |
$431 - $441
|
215
$23.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.14% |
$431 - $441
|
2.91K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$215 - $221
|
4.16K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.04% |
$108 - $110
|
50
$5.43K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.17% |
$108 - $110
|
47
$5.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5- 71.43% |
$538 - $552
|
2
$217
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-41- 0.28% |
$4.41K - $4.53K
|
14.8K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-80- 2.77% |
$8.61K - $8.83K
|
2.8K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-280- 2.53% |
$30.2K - $30.9K
|
10.8K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-300- 2.63% |
$32.3K - $33.1K
|
11.1K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-373- 8.94% |
$40.2K - $41.2K
|
3.8K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 2.22% |
$178K - $182K
|
72.7K
$7.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.12K- 50.57% |
$229K - $234K
|
2.08K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.01K- 36.88% |
$432K - $442K
|
6.86K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.39K- 49.24% |
$473K - $485K
|
4.53K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.3K- 5.54% |
$678K - $695K
|
107K
$11.7M
|