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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.5KNew |
$1.33M - $1.35M
|
12.5K
$1.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.89K- 36.99% |
$199K - $203K
|
3.21K
$351K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
498New |
$52.6K - $53.4K
|
498
$54.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
47+ 1.3% |
$4.97K - $5.04K
|
3.67K
$401K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
595+ 9.64% |
$62.9K - $63.9K
|
6.76K
$739K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.59KClosed |
$384K - $391K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$3.31K - $3.37K
|
31
$3.39K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
475New |
$50.8K - $51.7K
|
475
$51.9K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-139- 5.84% |
$14.9K - $15.1K
|
2.24K
$245K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4+ 6.78% |
$427 - $435
|
63
$6.89K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.13% |
$321 - $327
|
2.35K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.39KNew |
$362K - $369K
|
3.39K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-968- 17.99% |
$103K - $105K
|
4.41K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-214- 1.36% |
$22.9K - $23.3K
|
15.6K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
148New |
$15.8K - $16.1K
|
148
$16.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92KNew |
$205K - $209K
|
1.92K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
29+ 0.52% |
$3.1K - $3.16K
|
5.57K
$609K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
400New |
$42.7K - $43.5K
|
400
$43.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.5K- 54.7% |
$267K - $272K
|
2.07K
$226K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
11New |
$1.18K - $1.2K
|
11
$1.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
9.8K+ 56.42% |
$1.05M - $1.07M
|
27.2K
$2.97M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.06K- 26.66% |
$112K - $116K
|
2.92K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-401- 14.4% |
$42.4K - $43.6K
|
2.38K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.9KNew |
$4M - $4.12M
|
37.9K
$4.14M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-40- 3.41% |
$4.23K - $4.35K
|
1.13K
$124K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.34KNew |
$248K - $255K
|
2.34K
$256K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.02KNew |
$319K - $328K
|
3.02K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
188New |
$19.9K - $20.4K
|
188
$20.6K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$295K - $303K
|
2.79K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$6.14K - $6.31K
|
58
$6.34K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.64K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-668- 81.66% |
$70.7K - $72.7K
|
150
$16.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-43- 8.88% |
$4.55K - $4.68K
|
441
$48.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10+ 0.16% |
$1.06K - $1.09K
|
6.28K
$686K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-150- 33.33% |
$15.9K - $16.3K
|
300
$32.8K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6New |
$630 - $645
|
6
$656
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2KNew |
$210K - $215K
|
2K
$219K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-171- 6.57% |
$18K - $18.4K
|
2.43K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
652New |
$68.5K - $70.1K
|
652
$71.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61New |
$6.41K - $6.56K
|
61
$6.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 87.79% |
$12.1K - $12.4K
|
16
$1.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.89K+ 95.91% |
$303K - $310K
|
5.89K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$431K - $441K
|
4.1K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.27KNew |
$238K - $244K
|
2.27K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$105 - $108
|
1
$109
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-121- 12.04% |
$12.7K - $13K
|
884
$96.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255New |
$26.8K - $27.4K
|
255
$27.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.55KNew |
$478K - $489K
|
4.55K
$497K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 1.99% |
$630 - $645
|
295
$32.2K
|
|