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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
112+ 0.58% |
$12K - $12.3K
|
19.6K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
67+ 101.52% |
$7.2K - $7.34K
|
133
$14.5K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
63+ 0.84% |
$6.77K - $6.9K
|
7.6K
$829K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62+ 1.09% |
$6.66K - $6.79K
|
5.75K
$627K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
45+ 20.93% |
$4.84K - $4.93K
|
260
$28.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39+ 0.8% |
$4.19K - $4.27K
|
4.89K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
39+ 111.43% |
$4.19K - $4.27K
|
74
$8.07K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
27+ 16.36% |
$2.9K - $2.96K
|
192
$20.9K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24New |
$2.58K - $2.63K
|
24
$2.62K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
2+ 0.31% |
$215 - $219
|
652
$71.1K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2New |
$215 - $219
|
2
$218
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 50.0% |
$107 - $109
|
1
$109
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 90.0% |
$967 - $985
|
1
$109
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-32- 1.38% |
$3.44K - $3.5K
|
2.29K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 35.0% |
$3.76K - $3.83K
|
65
$7.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-48- 1.23% |
$5.16K - $5.26K
|
3.86K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-61- 2.51% |
$6.56K - $6.68K
|
2.37K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-88- 3.54% |
$9.46K - $9.63K
|
2.4K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-160- 1.44% |
$17.2K - $17.5K
|
11K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-350- 6.63% |
$37.6K - $38.3K
|
4.93K
$538K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-356- 16.57% |
$38.3K - $39K
|
1.79K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-378- 2.23% |
$40.6K - $41.4K
|
16.5K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-390- 2.1% |
$41.9K - $42.7K
|
18.2K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-407- 6.2% |
$43.7K - $44.6K
|
6.16K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-419- 10.84% |
$45K - $45.9K
|
3.45K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-429- 1.76% |
$46.1K - $47K
|
23.9K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-434Closed |
$46.6K - $47.5K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-462- 8.2% |
$49.6K - $50.6K
|
5.17K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-485- 16.67% |
$52.1K - $53.1K
|
2.43K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-526- 1.56% |
$56.5K - $57.6K
|
33.2K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-526- 3.56% |
$56.5K - $57.6K
|
14.3K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-595- 19.34% |
$63.9K - $65.1K
|
2.48K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-599- 84.49% |
$64.4K - $65.6K
|
110
$12K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-640- 14.13% |
$68.8K - $70.1K
|
3.89K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-788- 0.81% |
$84.7K - $86.3K
|
96.6K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-841- 2.32% |
$90.4K - $92.1K
|
35.5K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-861- 22.67% |
$92.5K - $94.3K
|
2.94K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.78K- 17.4% |
$191K - $195K
|
8.45K
$922K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.44K- 35.52% |
$262K - $267K
|
4.42K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.94K- 11.86% |
$316K - $322K
|
21.9K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.16K- 3.81% |
$340K - $346K
|
79.7K
$8.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.27K- 10.18% |
$351K - $358K
|
28.9K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.35K- 30.26% |
$359K - $366K
|
7.71K
$841K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.37K- 19.67% |
$362K - $368K
|
13.7K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.15K- 95.31% |
$445K - $454K
|
204
$22.3K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4.98K- 37.56% |
$535K - $545K
|
8.28K
$903K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.29K- 13.15% |
$676K - $688K
|
41.5K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 6.85% |
$1.11M - $1.13M
|
140K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-10.4K- 14.26% |
$1.11M - $1.13M
|
62.3K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-12.3K- 78.77% |
$1.32M - $1.35M
|
3.32K
$362K
|