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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.36KClosed |
$514K - $518K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.06KClosed |
$243K - $245K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.37KClosed |
$280K - $282K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-250- 1.07% |
$29.4K - $29.9K
|
23K
$2.52M
|
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.93KClosed |
$345K - $350K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-438Closed |
$51.5K - $52.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-304Closed |
$35.8K - $36.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
60New |
$7.06K - $7.18K
|
60
$6.56K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-48Closed |
$5.65K - $5.74K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.64KClosed |
$311K - $316K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-5Closed |
$588 - $598
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-904Closed |
$106K - $108K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
27New |
$3.22K - $3.27K
|
27
$2.95K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-784Closed |
$93.6K - $95K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.6KClosed |
$3.18M - $3.23M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.8KClosed |
$334K - $339K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.12KNew |
$253K - $256K
|
2.12K
$231K
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.84KClosed |
$1.17M - $1.19M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-977- 49.42% |
$117K - $118K
|
1K
$109K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-24.9KClosed |
$2.97M - $3.02M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
266New |
$31.7K - $32.2K
|
266
$29.1K
|
|
|
Jan 11, 2021
Q4 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
281New |
$33.5K - $34K
|
281
$30.7K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.96KClosed |
$599K - $604K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.19KClosed |
$264K - $267K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-437KClosed |
$52.8M - $53.3M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.61KClosed |
$556K - $561K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-131Closed |
$15.8K - $16K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-59Closed |
$7.12K - $7.19K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-103Closed |
$12.4K - $12.5K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-18.3KClosed |
$2.21M - $2.23M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
SELL
|
- |
-5.99KClosed |
$723K - $730K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-40Closed |
$4.83K - $4.87K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
314+ 18.97% |
$37.7K - $38.1K
|
1.97K
$215K
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5KClosed |
$600K - $606K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.5KClosed |
$1.73M - $1.75M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-139Closed |
$16.7K - $16.8K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.03KClosed |
$244K - $246K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.29KClosed |
$754K - $762K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.87KClosed |
$224K - $226K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-610Closed |
$73.2K - $73.9K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-384Closed |
$46.1K - $46.5K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-384Closed |
$46.1K - $46.5K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
SELL
|
- |
-14.9KClosed |
$1.79M - $1.8M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-37.6KClosed |
$4.51M - $4.56M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$2.47M - $2.59M
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20Closed |
$2.32K - $2.44K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.85KClosed |
$330K - $348K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-480KClosed |
$55.6M - $58.4M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.87KClosed |
$332K - $350K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.03KClosed |
$351K - $369K
|
0
$0
|
|