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 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.35K- 18.73% |
$143K - $147K
|
5.85K
$630K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.48K- 13.68% |
$157K - $161K
|
9.36K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.56K- 1.36% |
$164K - $169K
|
113K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 8.96% |
$231K - $237K
|
22.2K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 16.08% |
$257K - $265K
|
12.7K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.57K- 47.55% |
$272K - $280K
|
2.84K
$306K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.89K- 4.33% |
$306K - $314K
|
63.8K
$6.87M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.11K- 11.71% |
$329K - $338K
|
23.5K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-3.2K- 2.67% |
$339K - $348K
|
117K
$12.6M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.47K- 73.13% |
$473K - $486K
|
1.64K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.53K- 4.1% |
$479K - $493K
|
106K
$11.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.86K- 17.54% |
$620K - $637K
|
27.6K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.32K- 5.97% |
$669K - $687K
|
99.5K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.85K- 82.12% |
$724K - $745K
|
1.49K
$161K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.48K- 41.44% |
$791K - $813K
|
10.6K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.29K- 26.0% |
$876K - $901K
|
23.6K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.11K- 12.15% |
$964K - $991K
|
65.9K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73K- 69.16% |
$7.72M - $7.94M
|
32.5K
$3.51M
|