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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
8.3K+ 32.41% |
$899K - $912K
|
33.9K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.46K+ 15.45% |
$483K - $490K
|
33.3K
$3.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.35KNew |
$255K - $258K
|
2.35K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.29K+ 1.83% |
$248K - $252K
|
127K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.51K+ 29.16% |
$164K - $166K
|
6.7K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.07K+ 3.01% |
$116K - $117K
|
36.6K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
624+ 7.54% |
$67.6K - $68.6K
|
8.9K
$975K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
533+ 7.02% |
$57.7K - $58.6K
|
8.13K
$890K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
380New |
$41.2K - $41.8K
|
380
$41.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
347+ 9.53% |
$37.6K - $38.1K
|
3.99K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
239New |
$25.9K - $26.3K
|
239
$26.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
208+ 2.26% |
$22.5K - $22.9K
|
9.4K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
206+ 9.32% |
$22.3K - $22.6K
|
2.42K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
137+ 3.55% |
$14.8K - $15.1K
|
3.99K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
104+ 0.53% |
$11.3K - $11.4K
|
19.7K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
94+ 14.42% |
$10.2K - $10.3K
|
746
$81.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
42+ 1.84% |
$4.55K - $4.62K
|
2.33K
$255K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24+ 21.82% |
$2.6K - $2.64K
|
134
$14.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2- 0.02% |
$217 - $220
|
8.9K
$975K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.08% |
$1.19K - $1.21K
|
13K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-15- 0.05% |
$1.62K - $1.65K
|
29K
$3.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19- 0.79% |
$2.06K - $2.09K
|
2.38K
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20- 9.8% |
$2.17K - $2.2K
|
184
$20.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 0.07% |
$2.17K - $2.2K
|
29.1K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-37- 78.72% |
$4.01K - $4.07K
|
10
$1.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-63- 3.09% |
$6.82K - $6.92K
|
1.98K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65- 1.33% |
$7.04K - $7.14K
|
4.82K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-67- 50.38% |
$7.26K - $7.36K
|
66
$7.23K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-75- 0.73% |
$8.12K - $8.24K
|
10.2K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-76- 3.06% |
$8.23K - $8.35K
|
2.41K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-108- 3.68% |
$11.7K - $11.9K
|
2.83K
$310K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-129- 1.18% |
$14K - $14.2K
|
10.8K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-213- 81.92% |
$23.1K - $23.4K
|
47
$5.15K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-237- 1.66% |
$25.7K - $26.1K
|
14K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-380- 4.57% |
$41.2K - $41.8K
|
7.94K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-429- 12.45% |
$46.5K - $47.2K
|
3.02K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-429- 11.03% |
$46.5K - $47.2K
|
3.46K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-484- 7.86% |
$52.4K - $53.2K
|
5.67K
$621K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-575- 1.73% |
$62.3K - $63.2K
|
32.6K
$3.58M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-664- 0.64% |
$71.9K - $73K
|
103K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-814- 16.51% |
$88.2K - $89.5K
|
4.12K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.09K- 24.71% |
$118K - $120K
|
3.33K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.25K- 6.14% |
$136K - $138K
|
19.2K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.32K- 1.65% |
$143K - $145K
|
78.4K
$8.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.39K- 8.4% |
$150K - $152K
|
15.1K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.54K- 26.99% |
$167K - $169K
|
4.16K
$456K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.74K- 13.79% |
$189K - $192K
|
10.9K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.09K- 24.79% |
$227K - $230K
|
6.35K
$696K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.11K- 2.18% |
$228K - $232K
|
94.5K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-2.38K- 1.89% |
$258K - $262K
|
124K
$13.5M
|