Purchases and Sales Made in Q2 2025 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
188KNew |
$20.3M - $20.7M
|
188K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.9K+ 146.03% |
$3.46M - $3.51M
|
53.8K
$5.95M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
26.7K+ 41745.31% |
$2.89M - $2.94M
|
26.8K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5K+ 69.15% |
$2.66M - $2.7M
|
60K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.5K+ 71.73% |
$2.65M - $2.69M
|
58.6K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.39M - $1.41M
|
12.8K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 3.15% |
$1.33M - $1.35M
|
402K
$44.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.9K+ 113.7% |
$1.18M - $1.2M
|
20.5K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.9K+ 5.93% |
$1.18M - $1.2M
|
195K
$21.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
8.3K+ 32.41% |
$899K - $912K
|
33.9K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.54K+ 31.04% |
$492K - $499K
|
19.2K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.46K+ 15.45% |
$483K - $490K
|
33.3K
$3.69M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 205.35% |
$337K - $342K
|
4.63K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
$312K - $317K
|
2.88K
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.35KNew |
$255K - $258K
|
2.35K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.29K+ 1.83% |
$248K - $252K
|
127K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.18K+ 11.57% |
$236K - $239K
|
21K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 316.67% |
$214K - $217K
|
2.6K
$288K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.83KNew |
$198K - $201K
|
1.83K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.51K+ 29.16% |
$164K - $166K
|
6.7K
$741K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.07K+ 3.01% |
$116K - $117K
|
36.6K
$4.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06K+ 1.48% |
$114K - $116K
|
72.5K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
749+ 0.26% |
$81.1K - $82.3K
|
289K
$31.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
624+ 7.54% |
$67.6K - $68.6K
|
8.9K
$985K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
533+ 7.02% |
$57.7K - $58.6K
|
8.13K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
380New |
$41.2K - $41.8K
|
380
$42K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
347+ 9.53% |
$37.6K - $38.1K
|
3.99K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
337+ 12.47% |
$36.5K - $37K
|
3.04K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
275+ 0.35% |
$29.8K - $30.2K
|
78.3K
$8.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
239New |
$25.9K - $26.3K
|
239
$26.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
226New |
$24.5K - $24.8K
|
226
$25K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
208+ 2.26% |
$22.5K - $22.9K
|
9.4K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
206+ 9.32% |
$22.3K - $22.6K
|
2.42K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
162+ 2.0% |
$17.5K - $17.8K
|
8.25K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 2.72% |
$15.9K - $16.2K
|
5.55K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
137+ 3.55% |
$14.8K - $15.1K
|
3.99K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
104+ 0.53% |
$11.3K - $11.4K
|
19.7K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
94+ 14.42% |
$10.2K - $10.3K
|
746
$82.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91New |
$9.86K - $10K
|
91
$10.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
42+ 1.84% |
$4.55K - $4.62K
|
2.33K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
42+ 0.34% |
$4.55K - $4.62K
|
12.4K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 0.78% |
$3.68K - $3.74K
|
4.41K
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24+ 21.82% |
$2.6K - $2.64K
|
134
$14.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.0% |
$108 - $110
|
51
$5.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2- 0.02% |
$217 - $220
|
8.9K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5- 0.2% |
$542 - $550
|
2.46K
$272K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5- 0.2% |
$542 - $550
|
2.46K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.08% |
$1.19K - $1.21K
|
13K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-15- 0.05% |
$1.62K - $1.65K
|
29K
$3.21M
|