Birchcreek Wealth Management, LLC Ishares Agency Bond ETF Transaction History

Birchcreek Wealth Management, LLC

$174 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$117.69 - $119.61 $51,548 - $52,389	-438 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$119.34 - $121.14 $52,270 - $53,059	438 New	438 $52,000

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
Industry ETFs

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