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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
310+ 6.41% |
$32.8K - $33.7K
|
5.15K
$554K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
273+ 11.74% |
$28.9K - $29.7K
|
2.6K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
266+ 1.71% |
$28.1K - $28.9K
|
15.8K
$1.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
193+ 3.22% |
$20.4K - $21K
|
6.19K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
188New |
$19.9K - $20.4K
|
188
$20.3K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
157New |
$16.6K - $17.1K
|
157
$16.9K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
147+ 1.25% |
$15.5K - $16K
|
11.9K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
140+ 1.75% |
$14.8K - $15.2K
|
8.15K
$878K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
115+ 2.01% |
$12.2K - $12.5K
|
5.83K
$628K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
115+ 4.17% |
$12.2K - $12.5K
|
2.87K
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$6.14K - $6.31K
|
58
$6.25K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
41+ 0.75% |
$4.34K - $4.46K
|
5.54K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 3.86% |
$3.38K - $3.48K
|
860
$92.7K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22New |
$2.33K - $2.39K
|
22
$2.37K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.62K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
10+ 0.26% |
$1.06K - $1.09K
|
3.86K
$416K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10+ 0.16% |
$1.06K - $1.09K
|
6.28K
$676K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 7.92% |
$846 - $870
|
109
$11.7K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.55% |
$106 - $109
|
183
$19.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1- 0.02% |
$106 - $109
|
6.12K
$659K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 0.79% |
$1.27K - $1.31K
|
1.51K
$163K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 1.34% |
$1.59K - $1.63K
|
1.11K
$119K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-23- 1.4% |
$2.43K - $2.5K
|
1.62K
$175K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-27- 0.94% |
$2.86K - $2.94K
|
2.84K
$305K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-40- 3.41% |
$4.23K - $4.35K
|
1.13K
$122K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-43- 8.88% |
$4.55K - $4.68K
|
441
$47.5K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-50- 0.37% |
$5.29K - $5.44K
|
13.6K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-68- 47.89% |
$7.19K - $7.4K
|
74
$7.97K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-87- 0.57% |
$9.2K - $9.46K
|
15.1K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-98- 0.03% |
$10.4K - $10.7K
|
317K
$34.2M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-117- 3.88% |
$12.4K - $12.7K
|
2.9K
$312K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-150- 33.33% |
$15.9K - $16.3K
|
300
$32.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-193- 3.12% |
$20.4K - $21K
|
6K
$646K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-208- 26.2% |
$22K - $22.6K
|
586
$63.1K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-310- 2.86% |
$32.8K - $33.7K
|
10.5K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-320- 9.54% |
$33.8K - $34.8K
|
3.04K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-346- 5.1% |
$36.6K - $37.6K
|
6.44K
$694K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-363Closed |
$38.4K - $39.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-401- 14.4% |
$42.4K - $43.6K
|
2.38K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-459- 7.72% |
$48.6K - $49.9K
|
5.48K
$591K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-519- 28.74% |
$54.9K - $56.4K
|
1.29K
$139K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-557- 7.22% |
$58.9K - $60.6K
|
7.16K
$771K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-629- 10.41% |
$66.5K - $68.4K
|
5.41K
$583K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-668- 81.66% |
$70.7K - $72.7K
|
150
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-755- 13.08% |
$79.9K - $82.1K
|
5.02K
$541K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-799- 16.42% |
$84.5K - $86.9K
|
4.07K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.06K- 26.66% |
$112K - $116K
|
2.92K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 11.85% |
$116K - $119K
|
8.12K
$875K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.11K- 3.37% |
$117K - $121K
|
31.9K
$3.43M
|