Smith, Salley & Associates Ishares Agency Bond ETF Transaction History

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025

A detailed history of Smith, Salley & Associates transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Smith, Salley & Associates holds 20,970 shares of AGZ stock, worth $2.31 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,970
Previous 19,689 6.51%
Holding current value
$2.31 Million
Previous $2.16 Million 7.18%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$108.74 - $110.41 $139,295 - $141,435
1,281 Added 6.51%
20,970 $2.31 Million
Q2 2025

Jul 17, 2025
BUY
$108.32 - $109.92 $11,265 - $11,431
104 Added 0.53%
19,689 $2.16 Million
Q1 2025

Apr 25, 2025
BUY
$107.46 - $109.48 $12,035 - $12,261
112 Added 0.58%
19,585 $2.14 Million
Q4 2024

Jan 15, 2025
BUY
$107.68 - $110.37 $2.1 Million - $2.15 Million
19,473 New
19,473 $2.1 Million

Others Institutions Holding AGZ

# of Institutions
162
Shares Held
4.11M
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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