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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.85K- 32.29% |
$306K - $319K
|
5.99K
$647K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 23.17% |
$306K - $320K
|
9.47K
$1.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.88K- 3.81% |
$308K - $322K
|
72.5K
$7.84M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.02KClosed |
$324K - $338K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.19K- 11.46% |
$342K - $357K
|
24.7K
$2.67M
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-3.7KClosed |
$397K - $414K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.75KClosed |
$402K - $420K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.81K- 53.55% |
$408K - $426K
|
3.31K
$357K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.04K- 32.22% |
$434K - $453K
|
8.51K
$920K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.4K- 5.73% |
$471K - $492K
|
72.3K
$7.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-4.88KClosed |
$523K - $546K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.05K- 5.82% |
$541K - $565K
|
81.6K
$8.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.12KClosed |
$549K - $574K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-6.7K- 2.85% |
$718K - $749K
|
228K
$24.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.57KClosed |
$811K - $847K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.09K- 33.69% |
$867K - $905K
|
15.9K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.5K- 10.59% |
$911K - $951K
|
71.7K
$7.76M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.5K- 10.59% |
$911K - $951K
|
71.7K
$7.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.69KClosed |
$932K - $973K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10.6K- 63.95% |
$1.13M - $1.18M
|
5.96K
$645K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-11.4KClosed |
$1.23M - $1.28M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-11.9K- 26.52% |
$1.28M - $1.33M
|
33K
$3.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.1K- 8.58% |
$1.29M - $1.35M
|
129K
$13.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.9K- 4.3% |
$1.49M - $1.56M
|
310K
$33.5M
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-15.3KClosed |
$1.64M - $1.71M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.7K- 5.79% |
$1.69M - $1.76M
|
256K
$27.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-19.4K- 41.0% |
$2.08M - $2.17M
|
27.9K
$3.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.1K- 99.65% |
$2.59M - $2.7M
|
84
$9.08K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-24.2K- 34.06% |
$2.6M - $2.71M
|
46.9K
$5.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-44.1K- 30.51% |
$4.73M - $4.94M
|
101K
$10.9M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.5K- 24.06% |
$5.41M - $5.65M
|
159K
$17.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-59.1K- 91.05% |
$6.33M - $6.61M
|
5.81K
$628K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-63.3K- 82.35% |
$6.79M - $7.09M
|
13.6K
$1.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-267KClosed |
$28.6M - $29.8M
|
0
$0
|