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 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19- 0.79% |
$2.06K - $2.09K
|
2.38K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20- 9.8% |
$2.17K - $2.2K
|
184
$20.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 0.07% |
$2.17K - $2.2K
|
29.1K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-31- 0.24% |
$3.36K - $3.41K
|
12.8K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-37- 78.72% |
$4.01K - $4.07K
|
10
$1.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37- 1.57% |
$4.01K - $4.07K
|
2.32K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-63- 3.09% |
$6.82K - $6.92K
|
1.98K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65- 1.33% |
$7.04K - $7.14K
|
4.82K
$533K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-67- 50.38% |
$7.26K - $7.36K
|
66
$7.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-75- 0.73% |
$8.12K - $8.24K
|
10.2K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-76- 3.06% |
$8.23K - $8.35K
|
2.41K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-100- 33.33% |
$10.8K - $11K
|
200
$22.1K
|
|
|
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
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-129- 1.18% |
$14K - $14.2K
|
10.8K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-196- 1.12% |
$21.2K - $21.5K
|
17.3K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-213- 81.92% |
$23.1K - $23.4K
|
47
$5.2K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-237- 1.66% |
$25.7K - $26.1K
|
14K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-277- 15.46% |
$30K - $30.4K
|
1.52K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-380- 4.57% |
$41.2K - $41.8K
|
7.94K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-429- 11.03% |
$46.5K - $47.2K
|
3.46K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-429- 12.45% |
$46.5K - $47.2K
|
3.02K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-482- 97.77% |
$52.2K - $53K
|
11
$1.22K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-484- 7.86% |
$52.4K - $53.2K
|
5.67K
$627K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-575- 1.73% |
$62.3K - $63.2K
|
32.6K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-592- 22.87% |
$64.1K - $65.1K
|
2K
$221K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-664- 0.64% |
$71.9K - $73K
|
103K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-814- 16.51% |
$88.2K - $89.5K
|
4.12K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.09K- 24.71% |
$118K - $120K
|
3.33K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.25K- 6.14% |
$136K - $138K
|
19.2K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.32K- 1.65% |
$143K - $145K
|
78.4K
$8.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.39K- 8.4% |
$150K - $152K
|
15.1K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.54K- 26.99% |
$167K - $169K
|
4.16K
$461K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.74K- 13.79% |
$189K - $192K
|
10.9K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.09K- 24.79% |
$227K - $230K
|
6.35K
$703K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.11K- 2.18% |
$228K - $232K
|
94.5K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.33K- 6.65% |
$252K - $256K
|
32.6K
$3.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-2.38K- 1.89% |
$258K - $262K
|
124K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.46K- 5.91% |
$266K - $270K
|
39.1K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.35K- 19.12% |
$363K - $369K
|
14.2K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.44K- 34.31% |
$372K - $378K
|
6.58K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.58K- 0.96% |
$388K - $394K
|
370K
$40.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.21K- 6.76% |
$456K - $463K
|
58.1K
$6.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.38K- 31.85% |
$474K - $481K
|
9.37K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.66K- 5.81% |
$504K - $512K
|
75.5K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.01K- 6.09% |
$542K - $550K
|
77.2K
$8.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.89K- 5.4% |
$638K - $648K
|
103K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.02K- 61.97% |
$652K - $661K
|
3.69K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.72K- 18.44% |
$836K - $848K
|
34.1K
$3.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-12.3K- 19.02% |
$1.33M - $1.35M
|
52.4K
$5.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-13.1K- 56.81% |
$1.42M - $1.44M
|
9.94K
$1.1M
|