Donaldson Capital Management, LLC Ishares Agency Bond ETF Transaction History

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 2024

A detailed history of Donaldson Capital Management, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 2,640 shares of AGZ stock, worth $285,357. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,640
Previous 2,640 -0.0%
Holding current value
$285,357
Previous $284,000 2.46%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024
BUY
$104.8 - $108.56 $14,148 - $14,655
135 Added 5.39%
2,640 $286,000
Q4 2019

Jan 14, 2020
BUY
$115.39 - $117.04 $289,051 - $293,185
2,505 New
2,505 $290,000

Others Institutions Holding AGZ

# of Institutions
152
Shares Held
4.66M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
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