Acorn Wealth Advisors, LLC Ishares Agency Bond ETF Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-77 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	77	77 $9,000

Others Institutions Holding AGZ

# of Institutions

147

Shares Held

4.28M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

352K
Shares

$38.4 Million
4.46% of portfolio
Stifel Financial Corp St. Louis, MO

342K
Shares

$37.2 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

296K
Shares

$32.3 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$23 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.4 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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