Latest Institutional Purchases of Ishares Agency Bond ETF (AGZ)
This list provides information on the latest institutional transactions involving Ishares Agency Bond ETF (AGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
137KNew |
$14.7M - $15.1M
|
137K
$14.8M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
37.9K+ 30.35% |
$4.09M - $4.19M
|
163K
$17.6M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24KNew |
$2.58M - $2.65M
|
24K
$2.59M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
19.5KNew |
$2.1M - $2.15M
|
19.5K
$2.11M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
16.9KNew |
$1.82M - $1.87M
|
16.9K
$1.83M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.33KNew |
$681K - $698K
|
6.33K
$685K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.5K+ 10.65% |
$377K - $386K
|
36.3K
$3.93M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.65K+ 27.93% |
$286K - $293K
|
12.2K
$1.31M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.63K+ 4.09% |
$175K - $179K
|
41.4K
$4.48M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.5K+ 0.97% |
$162K - $166K
|
156K
$16.9M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.4K+ 16.02% |
$151K - $154K
|
10.1K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.31K+ 32.99% |
$141K - $145K
|
5.28K
$571K
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.06K+ 3.88% |
$114K - $117K
|
28.4K
$3.07M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.01K+ 8.25% |
$109K - $111K
|
13.3K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
778+ 1.03% |
$83.8K - $85.9K
|
76.2K
$8.25M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
707New |
$76.1K - $78K
|
707
$76.5K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
316+ 1.6% |
$34K - $34.9K
|
20K
$2.17M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
283+ 1.01% |
$30.5K - $31.2K
|
28.3K
$3.07M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
268+ 6.13% |
$28.9K - $29.6K
|
4.64K
$502K
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
102+ 18.61% |
$11K - $11.3K
|
650
$70.3K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$6.14K - $6.29K
|
57
$6.17K
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
40+ 0.64% |
$4.31K - $4.41K
|
6.26K
$678K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10New |
$1.08K - $1.1K
|
10
$1.08K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.9% |
$431 - $441
|
215
$23.3K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.14% |
$431 - $441
|
2.91K
$315K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$215 - $221
|
4.16K
$450K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.04% |
$108 - $110
|
50
$5.41K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.17% |
$108 - $110
|
47
$5.09K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
399K+ 113.29% |
$42.9M - $44.2M
|
752K
$81.3M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
209K+ 10940.28% |
$22.4M - $23.1M
|
211K
$22.8M
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
84.9KNew |
$9.12M - $9.41M
|
84.9K
$9.19M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.8K+ 241.39% |
$4.06M - $4.19M
|
53.5K
$5.79M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 15.53% |
$2.71M - $2.79M
|
188K
$20.3M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 5.96% |
$1.89M - $1.96M
|
314K
$33.9M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 2.97% |
$1.09M - $1.12M
|
352K
$38.1M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 5.78% |
$914K - $943K
|
156K
$16.9M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.85K+ 5.41% |
$843K - $870K
|
153K
$16.6M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.54KNew |
$810K - $835K
|
7.54K
$816K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.15KNew |
$767K - $792K
|
7.15K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.4K+ 10.15% |
$687K - $709K
|
69.4K
$7.51M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.88KNew |
$631K - $651K
|
5.88K
$636K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.17K+ 22.68% |
$555K - $573K
|
28K
$3.03M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.9K+ 2.93% |
$526K - $542K
|
172K
$18.6M
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.49K+ 17.46% |
$374K - $386K
|
23.5K
$2.54M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.07KNew |
$330K - $340K
|
3.07K
$332K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.41KNew |
$258K - $267K
|
2.41K
$261K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.77K+ 14.29% |
$189K - $196K
|
14.1K
$1.53M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.49K+ 17.88% |
$160K - $165K
|
9.8K
$1.06M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.16K+ 9.04% |
$125K - $129K
|
14K
$1.51M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
671+ 0.68% |
$72K - $74.3K
|
99.5K
$10.8M
|