Purchases and Sales Made in Q3 2021 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
322K+ 13848.54% |
$38.1M - $38.5M
|
324K
$35.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
225K+ 255123.86% |
$26.5M - $26.8M
|
225K
$24.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
198KNew |
$23.5M - $23.7M
|
198K
$21.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
117KNew |
$13.8M - $14M
|
117K
$12.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
34.2KNew |
$4.04M - $4.08M
|
34.2K
$3.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.9KNew |
$3.42M - $3.45M
|
28.9K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19.2KNew |
$2.27M - $2.29M
|
19.2K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.8K+ 147.43% |
$1.52M - $1.53M
|
21.5K
$2.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 66.88% |
$1.28M - $1.3M
|
27.1K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
8.2KNew |
$969K - $978K
|
8.2K
$891K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 3.94% |
$917K - $926K
|
205K
$22.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.69K+ 8.55% |
$909K - $918K
|
97.7K
$10.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
7.15KNew |
$845K - $854K
|
7.15K
$777K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
6.66K+ 151.11% |
$787K - $794K
|
11.1K
$1.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
6.52K+ 10.84% |
$771K - $778K
|
66.7K
$7.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.62KNew |
$664K - $671K
|
5.62K
$610K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.42K+ 39.2% |
$641K - $647K
|
19.3K
$2.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.45K+ 2.52% |
$526K - $531K
|
181K
$19.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.37KNew |
$517K - $522K
|
4.37K
$475K
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.11K+ 50.97% |
$486K - $491K
|
12.2K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.05K+ 25.97% |
$478K - $483K
|
19.6K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.01K+ 10.53% |
$474K - $479K
|
42.1K
$4.58M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.93K+ 22.17% |
$464K - $469K
|
21.6K
$2.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.81KNew |
$450K - $454K
|
3.81K
$414K
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
3.7KNew |
$437K - $442K
|
3.7K
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.65KNew |
$431K - $435K
|
3.65K
$396K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.63K+ 84.27% |
$429K - $433K
|
7.93K
$862K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63K+ 8.29% |
$429K - $433K
|
47.4K
$5.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.94K+ 36.84% |
$347K - $351K
|
10.9K
$1.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.88K+ 3.41% |
$340K - $344K
|
87.2K
$9.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.82KNew |
$334K - $337K
|
2.82K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
2.71KNew |
$320K - $323K
|
2.71K
$294K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.46K+ 10.61% |
$291K - $294K
|
25.7K
$2.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
2.32K+ 1.88% |
$275K - $277K
|
126K
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$224K - $226K
|
1.9K
$206K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.85KNew |
$218K - $220K
|
1.85K
$201K
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.82KNew |
$215K - $217K
|
1.82K
$198K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1.6K+ 4.7% |
$189K - $191K
|
35.6K
$3.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.36KNew |
$161K - $163K
|
1.36K
$148K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 362.15% |
$152K - $153K
|
1.64K
$178K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.13K+ 1.23% |
$134K - $135K
|
93K
$10.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.12K+ 9.34% |
$132K - $133K
|
13.1K
$1.42M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
959+ 7.67% |
$113K - $114K
|
13.5K
$1.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
948+ 5.48% |
$112K - $113K
|
18.2K
$1.98M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
917+ 3.2% |
$108K - $109K
|
29.6K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
887+ 5.54% |
$105K - $106K
|
16.9K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
836+ 6.83% |
$98.8K - $99.8K
|
13.1K
$1.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
782+ 4.18% |
$92.4K - $93.3K
|
19.5K
$2.12M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
752+ 23.82% |
$88.9K - $89.8K
|
3.91K
$425K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
734New |
$86.8K - $87.6K
|
734
$79.7K
|