Purchases and Sales Made in Q1 2025 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q1 2025. 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 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
125KNew |
$13.4M - $13.7M
|
125K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
57.9K+ 25.18% |
$6.23M - $6.34M
|
288K
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 7.34% |
$2.86M - $2.92M
|
390K
$42.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25K+ 276.31% |
$2.69M - $2.74M
|
34.1K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 54.18% |
$1.58M - $1.61M
|
41.9K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 4.0% |
$1.54M - $1.57M
|
373K
$40.7M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
14.2K+ 428.16% |
$1.53M - $1.56M
|
17.5K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 8.63% |
$1.15M - $1.17M
|
135K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 251.16% |
$1.12M - $1.15M
|
14.6K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
9.58K+ 71.26% |
$1.03M - $1.05M
|
23K
$2.51M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
6.7K+ 23.72% |
$720K - $734K
|
35K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.38KNew |
$471K - $480K
|
4.38K
$478K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.14KNew |
$445K - $453K
|
4.14K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.08K+ 74.23% |
$439K - $447K
|
9.59K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92K+ 94.3% |
$422K - $429K
|
8.08K
$882K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68K+ 15.99% |
$396K - $403K
|
26.7K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.1K+ 32.48% |
$333K - $339K
|
12.6K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
2.57K+ 11.15% |
$276K - $281K
|
25.6K
$2.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.52K+ 9.01% |
$271K - $276K
|
30.5K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 3.5% |
$260K - $264K
|
71.4K
$7.79M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.4K+ 1.33% |
$258K - $263K
|
184K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.36KNew |
$254K - $258K
|
2.36K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21KNew |
$238K - $242K
|
2.21K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.14KNew |
$230K - $234K
|
2.14K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.08K+ 1.33% |
$223K - $227K
|
158K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
2.06K+ 32.88% |
$221K - $225K
|
8.32K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.04KNew |
$219K - $223K
|
2.04K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79KNew |
$192K - $195K
|
1.79K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.76K+ 2.31% |
$189K - $193K
|
78K
$8.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.67K+ 1.55% |
$179K - $183K
|
109K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.62K+ 10.19% |
$174K - $177K
|
17.5K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.62K+ 1.59% |
$174K - $177K
|
104K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.6K+ 14.8% |
$172K - $175K
|
12.4K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.57K+ 2.0% |
$169K - $172K
|
80.2K
$8.75M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.43K+ 35.84% |
$153K - $156K
|
5.41K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.06K+ 22.86% |
$114K - $116K
|
5.7K
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
837+ 6.89% |
$89.9K - $91.6K
|
13K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
795+ 41.69% |
$85.4K - $87K
|
2.7K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
724+ 2.55% |
$77.8K - $79.3K
|
29.1K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
660+ 2.33% |
$70.9K - $72.3K
|
29K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
638+ 14.03% |
$68.6K - $69.8K
|
5.19K
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
375+ 1.87% |
$40.3K - $41.1K
|
20.4K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
350+ 15.63% |
$37.6K - $38.3K
|
2.59K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
332+ 0.41% |
$35.7K - $36.3K
|
82.2K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
299+ 13.83% |
$32.1K - $32.7K
|
2.46K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
297+ 8.88% |
$31.9K - $32.5K
|
3.64K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
292+ 2.33% |
$31.4K - $32K
|
12.8K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226+ 2.38% |
$24.3K - $24.7K
|
9.71K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
188+ 1.86% |
$20.2K - $20.6K
|
10.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
158+ 22.35% |
$17K - $17.3K
|
865
$94.4K
|