Purchases and Sales Made in Q2 2022 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$536 - $560
|
1.73K
$187K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 83.33% |
$536 - $560
|
1
$108
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9Closed |
$965 - $1.01K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-11- 0.36% |
$1.18K - $1.23K
|
3.04K
$328K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.61K - $1.68K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18- 2.6% |
$1.93K - $2.01K
|
673
$72.8K
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-35- 1.88% |
$3.75K - $3.92K
|
1.82K
$197K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-45- 20.0% |
$4.82K - $5.04K
|
180
$19.5K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-57- 54.81% |
$6.11K - $6.38K
|
47
$5.08K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-76- 3.19% |
$8.15K - $8.51K
|
2.31K
$250K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-83- 73.45% |
$8.9K - $9.29K
|
30
$3.24K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-91Closed |
$9.76K - $10.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.7K - $11.2K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-124- 48.25% |
$13.3K - $13.9K
|
133
$14.4K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-138Closed |
$14.8K - $15.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-145- 30.21% |
$15.5K - $16.2K
|
335
$36.2K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-161- 0.13% |
$17.3K - $18K
|
126K
$13.7M
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-173- 0.83% |
$18.5K - $19.4K
|
20.7K
$2.24M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-182- 3.39% |
$19.5K - $20.4K
|
5.19K
$561K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-185- 5.72% |
$19.8K - $20.7K
|
3.05K
$330K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-202- 66.23% |
$21.7K - $22.6K
|
103
$11.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219- 26.64% |
$23.5K - $24.5K
|
603
$65.2K
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-260- 2.07% |
$27.9K - $29.1K
|
12.3K
$1.33M
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-273- 8.68% |
$29.3K - $30.6K
|
2.87K
$311K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381Closed |
$40.8K - $42.6K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-430- 37.52% |
$46.1K - $48.1K
|
716
$77.4K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-433Closed |
$46.4K - $48.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-438Closed |
$47K - $49K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-506- 34.4% |
$54.2K - $56.6K
|
965
$104K
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-530- 10.69% |
$56.8K - $59.3K
|
4.43K
$479K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-625- 19.9% |
$67K - $70K
|
2.52K
$272K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-658Closed |
$70.5K - $73.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-719- 9.53% |
$77.1K - $80.5K
|
6.83K
$738K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-756- 3.79% |
$81.1K - $84.6K
|
19.2K
$2.07M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-791- 7.65% |
$84.8K - $88.5K
|
9.55K
$1.03M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-820- 8.29% |
$87.9K - $91.8K
|
9.07K
$981K
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.35K- 5.22% |
$145K - $151K
|
24.6K
$2.65M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.42K- 42.95% |
$153K - $159K
|
1.89K
$204K
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-1.49K- 9.78% |
$160K - $167K
|
13.8K
$1.49M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 5.74% |
$165K - $172K
|
25.3K
$2.73M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.61K- 8.53% |
$173K - $181K
|
17.3K
$1.87M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.73K- 5.98% |
$185K - $193K
|
27.1K
$2.93M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 11.02% |
$214K - $224K
|
16.1K
$1.74M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.02KClosed |
$216K - $226K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.03KClosed |
$218K - $228K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.13KClosed |
$228K - $238K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.19K- 43.24% |
$234K - $245K
|
2.87K
$310K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.35K- 22.13% |
$252K - $263K
|
8.28K
$895K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47KClosed |
$264K - $276K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.54K- 23.95% |
$272K - $284K
|
8.06K
$871K
|