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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.22% |
$106 - $108
|
46
$4.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-9- 0.19% |
$958 - $973
|
4.82K
$519K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-10- 16.95% |
$1.06K - $1.08K
|
49
$5.28K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-37- 12.98% |
$3.94K - $4K
|
248
$26.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-58- 0.51% |
$6.18K - $6.27K
|
11.3K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73- 3.41% |
$7.77K - $7.89K
|
2.07K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-80- 2.19% |
$8.52K - $8.65K
|
3.58K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-90- 15.63% |
$9.58K - $9.73K
|
486
$52.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-104- 4.38% |
$11.1K - $11.2K
|
2.27K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-117- 0.9% |
$12.5K - $12.7K
|
12.8K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-124- 16.47% |
$13.2K - $13.4K
|
629
$67.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-170- 0.15% |
$18.1K - $18.4K
|
116K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-212- 6.82% |
$22.6K - $22.9K
|
2.9K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-224- 99.56% |
$23.9K - $24.2K
|
1
$108
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-250- 8.36% |
$26.6K - $27K
|
2.74K
$295K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-258- 4.05% |
$27.5K - $27.9K
|
6.12K
$659K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-285- 2.39% |
$30.3K - $30.8K
|
11.6K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-305- 6.82% |
$32.5K - $33K
|
4.17K
$449K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-353- 0.41% |
$37.6K - $38.2K
|
86K
$9.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-387- 0.64% |
$41.2K - $41.8K
|
60.5K
$6.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-390- 8.93% |
$41.5K - $42.2K
|
3.98K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-396- 4.58% |
$42.2K - $42.8K
|
8.24K
$888K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-407- 4.35% |
$43.3K - $44K
|
8.94K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-409- 4.87% |
$43.6K - $44.2K
|
8K
$862K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-464- 2.91% |
$49.4K - $50.2K
|
15.5K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-535- 13.92% |
$57K - $57.8K
|
3.31K
$357K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-625- 19.08% |
$66.6K - $67.6K
|
2.65K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-685- 11.99% |
$72.9K - $74.1K
|
5.03K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.04K- 27.96% |
$111K - $112K
|
2.68K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.09K- 20.72% |
$116K - $118K
|
4.16K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 20.85% |
$148K - $151K
|
5.29K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5K- 29.34% |
$159K - $162K
|
3.6K
$388K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.75K- 16.88% |
$186K - $189K
|
8.59K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.84K- 46.17% |
$196K - $199K
|
2.14K
$231K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.06K- 3.17% |
$220K - $223K
|
63K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.06K- 3.17% |
$220K - $223K
|
63K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17K- 2.51% |
$231K - $235K
|
84.3K
$9.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.2K- 2.84% |
$235K - $238K
|
75.3K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.74K- 14.0% |
$291K - $296K
|
16.8K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 17.45% |
$364K - $369K
|
16.2K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.61K- 2.29% |
$384K - $390K
|
154K
$16.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-3.68K- 3.59% |
$392K - $398K
|
98.9K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.25K- 5.3% |
$453K - $460K
|
76K
$8.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.9K- 6.57% |
$841K - $854K
|
112K
$12.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.7K- 8.79% |
$1.14M - $1.16M
|
111K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-12.9K- 29.17% |
$1.38M - $1.4M
|
31.4K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.5K- 87.96% |
$2.18M - $2.22M
|
2.81K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-97.2K- 62.52% |
$10.3M - $10.5M
|
58.3K
$6.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-385K- 99.73% |
$41M - $41.6M
|
1.06K
$114K
|