Latest Institutional Transactions on Ishares Agency Bond ETF (AGZ)
This table provides information on the latest institutional transactions involving Ishares Agency Bond ETF (AGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.14K- 1.1% |
$122K - $125K
|
102K
$11.2M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 85.33% |
$6.89K - $7.06K
|
11
$1.2K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330+ 1.23% |
$35.5K - $36.4K
|
27.2K
$2.97M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.47KNew |
$266K - $272K
|
2.47K
$270K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
769+ 6.07% |
$82.8K - $84.9K
|
13.4K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 148.0% |
$1.56M - $1.6M
|
24.3K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.36K- 53.01% |
$470K - $481K
|
3.87K
$423K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
17.1KNew |
$1.84M - $1.89M
|
17.1K
$1.87M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.52K+ 90.0% |
$487K - $499K
|
9.54K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.16KNew |
$233K - $239K
|
2.16K
$236K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.7K- 27.35% |
$1.37M - $1.4M
|
33.8K
$3.69M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231- 9.71% |
$24.9K - $25.5K
|
2.15K
$235K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
535+ 13.33% |
$57.6K - $59K
|
4.55K
$497K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10+ 0.41% |
$1.08K - $1.1K
|
2.43K
$265K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 15.7% |
$5.3M - $5.43M
|
363K
$39.7M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
572+ 8.22% |
$61.6K - $63.1K
|
7.53K
$824K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-124K- 79.38% |
$13.3M - $13.7M
|
32.1K
$3.51M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6+ 0.26% |
$646 - $662
|
2.32K
$253K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 0.99% |
$2.05K - $2.1K
|
1.91K
$208K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.19K- 2.2% |
$236K - $242K
|
97.3K
$10.6M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$1.51K - $1.55K
|
14
$1.53K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-350- 33.05% |
$37.7K - $38.6K
|
709
$77.5K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230KNew |
$24.8M - $25.4M
|
230K
$25.1M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.94K- 2.29% |
$209K - $214K
|
82.9K
$9.06M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.56KNew |
$707K - $724K
|
6.56K
$717K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-416- 9.63% |
$44.8K - $45.9K
|
3.9K
$427K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.15KNew |
$123K - $126K
|
1.15K
$125K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 17.51% |
$1.09M - $1.12M
|
47.8K
$5.23M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-208- 4.97% |
$22.4K - $23K
|
3.98K
$435K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$431 - $441
|
4
$437
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
707New |
$76.1K - $78K
|
707
$77.3K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.9% |
$431 - $441
|
215
$23.5K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
268+ 6.13% |
$28.9K - $29.6K
|
4.64K
$507K
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
137KNew |
$14.7M - $15.1M
|
137K
$14.9M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-280- 2.53% |
$30.2K - $30.9K
|
10.8K
$1.18M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.12K- 50.57% |
$229K - $234K
|
2.08K
$227K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.3K- 5.54% |
$678K - $695K
|
107K
$11.7M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-41- 0.28% |
$4.41K - $4.53K
|
14.8K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5- 71.43% |
$538 - $552
|
2
$219
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$215 - $221
|
4.16K
$455K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$6.14K - $6.29K
|
57
$6.23K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
316+ 1.6% |
$34K - $34.9K
|
20K
$2.19M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.5K+ 0.97% |
$162K - $166K
|
156K
$17.1M
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
40+ 0.64% |
$4.31K - $4.41K
|
6.26K
$685K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.04% |
$108 - $110
|
50
$5.47K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.63K+ 4.09% |
$175K - $179K
|
41.4K
$4.52M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24KNew |
$2.58M - $2.65M
|
24K
$2.62M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.9KNew |
$1.82M - $1.87M
|
16.9K
$1.85M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.17% |
$108 - $110
|
47
$5.14K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.31K+ 32.99% |
$141K - $145K
|
5.28K
$577K
|