Purchases and Sales Made in Q1 2023 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES AGENCY BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
423K+ 208.16% |
$44.7M - $46M
|
626K
$67.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
201K+ 416.1% |
$21.2M - $21.8M
|
249K
$26.9M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
104KNew |
$11M - $11.4M
|
104K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.9KNew |
$4M - $4.12M
|
37.9K
$4.09M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
35.7K+ 92.02% |
$3.77M - $3.88M
|
74.4K
$8.05M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.6K+ 215.37% |
$3.55M - $3.65M
|
49.2K
$5.32M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
30.5K+ 536.87% |
$3.23M - $3.32M
|
36.2K
$3.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
28.7KNew |
$3.03M - $3.12M
|
28.7K
$3.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
22.9K+ 19.87% |
$2.42M - $2.49M
|
138K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.3K+ 7.76% |
$2.36M - $2.43M
|
310K
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 39.57% |
$2.29M - $2.35M
|
76.3K
$8.25M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.4K+ 2448.04% |
$1.52M - $1.56M
|
15K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 199.49% |
$1.37M - $1.41M
|
19.5K
$2.11M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.1KNew |
$1.28M - $1.32M
|
12.1K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
10.9K+ 383.83% |
$1.15M - $1.18M
|
13.7K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.92KNew |
$1.05M - $1.08M
|
9.92K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
9.83K+ 130.3% |
$1.04M - $1.07M
|
17.4K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.95KNew |
$947K - $974K
|
8.95K
$968K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.98KNew |
$844K - $868K
|
7.98K
$863K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.9K+ 2.4% |
$624K - $641K
|
252K
$27.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.55K+ 7.62% |
$587K - $603K
|
78.3K
$8.47M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5.38KNew |
$569K - $585K
|
5.38K
$582K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.1KNew |
$540K - $555K
|
5.1K
$552K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.88K+ 17.77% |
$516K - $531K
|
32.3K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.19KNew |
$443K - $456K
|
4.19K
$453K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.59KNew |
$380K - $391K
|
3.59K
$389K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 142.36% |
$373K - $383K
|
6K
$648K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.27K+ 1901.16% |
$346K - $356K
|
3.44K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.26KNew |
$345K - $355K
|
3.26K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.14K+ 12.66% |
$332K - $341K
|
27.9K
$3.02M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.02KNew |
$319K - $328K
|
3.02K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.02K+ 82.5% |
$319K - $328K
|
6.68K
$722K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.02KNew |
$319K - $328K
|
3.02K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.9KNew |
$306K - $315K
|
2.9K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.83K+ 6.85% |
$299K - $308K
|
44.1K
$4.77M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$295K - $303K
|
2.79K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.35KNew |
$248K - $255K
|
2.35K
$254K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.34KNew |
$248K - $255K
|
2.34K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.57K+ 6.61% |
$166K - $170K
|
25.2K
$2.73M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.4K+ 1.48% |
$148K - $152K
|
95.7K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 21.41% |
$143K - $147K
|
7.65K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.33K+ 2.42% |
$140K - $144K
|
56.2K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.12K+ 16.91% |
$118K - $122K
|
7.74K
$837K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.1K+ 6.15% |
$117K - $120K
|
19K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
978+ 6.83% |
$103K - $106K
|
15.3K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
880+ 2588.24% |
$93.1K - $95.7K
|
914
$98.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
680+ 81.15% |
$71.9K - $74K
|
1.52K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
542+ 14.53% |
$57.3K - $58.9K
|
4.27K
$462K
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
373+ 1.8% |
$39.5K - $40.6K
|
21.1K
$2.28M
|