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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.81KClosed |
$209K - $220K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.02KClosed |
$234K - $246K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-34Closed |
$3.94K - $4.14K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.04KClosed |
$237K - $249K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-90Closed |
$10.4K - $11K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
SELL
|
- |
-2.44KClosed |
$282K - $286K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.61KClosed |
$532K - $540K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-585Closed |
$67.5K - $68.5K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-23Closed |
$2.65K - $2.69K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6KClosed |
$692K - $702K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28Closed |
$3.23K - $3.28K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-24Closed |
$2.77K - $2.8K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-3.68KClosed |
$425K - $429K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17Closed |
$1.96K - $1.98K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-999Closed |
$115K - $116K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-618Closed |
$71.4K - $72K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-443Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-122KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2024
Q4 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-551Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-704Closed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-234Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-78Closed |
N/A
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-214Closed |
N/A
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
318New |
N/A
|
318
$34.8K
|
|
|
Aug 14, 2018
Q2 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.6KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-77Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-56Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-24.5KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
New Square Capital LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jul 03, 2018
Q1 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-82Closed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Sws Partners
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Manning & Napier Group, LLC
|
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Regions Financial Corp
|
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Aug 30, 2024
Q4 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
345+ 345.0% |
N/A
|
445
$48.6K
|
|
|
Feb 09, 2018
Q4 2017
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$109
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
| Q2 2017 | |||||||
|
May 07, 2020
Q2 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|