Purchases and Sales Made in Q4 2025 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.06K+ 22.93% |
$667K - $673K
|
32.5K
$3.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.95K+ 28.63% |
$215K - $217K
|
8.77K
$967K
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
1.61K+ 4.39% |
$178K - $179K
|
38.4K
$4.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
414+ 1.3% |
$45.5K - $45.9K
|
32.3K
$3.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
4+ 0.0% |
$440 - $444
|
89.3K
$9.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-11- 0.14% |
$1.21K - $1.22K
|
7.92K
$873K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-35- 27.56% |
$3.85K - $3.88K
|
92
$10.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40- 0.21% |
$4.4K - $4.44K
|
19.2K
$2.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-110- 3.98% |
$12.1K - $12.2K
|
2.65K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-255- 2.63% |
$28.1K - $28.3K
|
9.43K
$1.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1K- 98.13% |
$121K - $122K
|
21
$2.32K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.13K- 14.41% |
$124K - $125K
|
6.71K
$740K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.18K- 75.4% |
$240K - $242K
|
711
$78.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.48K- 4.4% |
$273K - $275K
|
53.8K
$5.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5.4K- 18.52% |
$594K - $599K
|
23.8K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-16.9K- 46.39% |
$1.85M - $1.87M
|
19.5K
$2.15M
|
|