Purchases and Sales Made in Q2 2024 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q2 2024. 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 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
167KNew |
$17.8M - $18.1M
|
167K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5K+ 63.29% |
$2.93M - $2.97M
|
71K
$7.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
26.2K+ 51.25% |
$2.79M - $2.84M
|
77.4K
$8.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.8KNew |
$2.64M - $2.68M
|
24.8K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 8.95% |
$2.59M - $2.63M
|
296K
$32.2M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
22.8K+ 6.93% |
$2.43M - $2.47M
|
352K
$38.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
20KNew |
$2.13M - $2.16M
|
20K
$2.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 9.67% |
$1.52M - $1.55M
|
162K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
11.5KNew |
$1.22M - $1.24M
|
11.5K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 7.83% |
$1.14M - $1.16M
|
147K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4K+ 3.13% |
$1.11M - $1.12M
|
342K
$37.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.62K+ 321.44% |
$1.02M - $1.04M
|
12.6K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.98K+ 8.89% |
$744K - $755K
|
85.5K
$9.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.94K+ 4.26% |
$632K - $642K
|
145K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.26KNew |
$560K - $569K
|
5.26K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.94K+ 18.29% |
$526K - $534K
|
31.9K
$3.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.43K+ 18.8% |
$472K - $479K
|
28K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.02K+ 34.57% |
$428K - $435K
|
15.7K
$1.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.2KNew |
$340K - $345K
|
3.2K
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.14K+ 3.15% |
$335K - $340K
|
103K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7K+ 64.39% |
$288K - $292K
|
6.9K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.4KNew |
$256K - $260K
|
2.4K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.32KNew |
$247K - $250K
|
2.32K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.26K+ 8.03% |
$241K - $245K
|
30.4K
$3.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.21K+ 8.46% |
$235K - $239K
|
28.3K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.15K+ 10.41% |
$229K - $232K
|
22.8K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.86K+ 11.46% |
$198K - $201K
|
18K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.51K+ 53.52% |
$160K - $163K
|
4.32K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 5.02% |
$145K - $147K
|
28.4K
$3.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.21K+ 17.61% |
$128K - $130K
|
8.05K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.18K+ 10.54% |
$125K - $127K
|
12.3K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$106K - $108K
|
1K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
870+ 9.94% |
$92.6K - $94.1K
|
9.63K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
839+ 87.03% |
$89.3K - $90.7K
|
1.8K
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
715+ 1.54% |
$76.1K - $77.3K
|
47.1K
$5.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
711+ 9.35% |
$75.7K - $76.9K
|
8.32K
$904K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
534+ 10.59% |
$56.9K - $57.7K
|
5.58K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 21.58% |
$52.9K - $53.7K
|
2.8K
$304K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
288+ 1.0% |
$30.7K - $31.1K
|
29K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
165New |
$17.6K - $17.8K
|
165
$17.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
139+ 3.59% |
$14.8K - $15K
|
4.01K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
80+ 0.74% |
$8.52K - $8.65K
|
10.9K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63New |
$6.71K - $6.81K
|
63
$6.84K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
56+ 2.33% |
$5.96K - $6.06K
|
2.46K
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
22+ 4.2% |
$2.34K - $2.38K
|
546
$59.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$1.6K - $1.62K
|
15
$1.63K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$1.06K - $1.08K
|
10
$1.09K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6+ 0.28% |
$639 - $649
|
2.13K
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.39% |
$213 - $216
|
518
$56.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.06% |
$213 - $216
|
191
$20.8K
|