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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
558+ 1.48% |
$66K - $66.6K
|
38.3K
$4.16M
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
470+ 23.33% |
$55.6K - $56.1K
|
2.49K
$270K
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
469+ 2.73% |
$55.4K - $56K
|
17.7K
$1.92M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
436+ 177.96% |
$51.5K - $52K
|
681
$74K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
422+ 5.74% |
$49.9K - $50.4K
|
7.77K
$845K
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
393+ 2.57% |
$46.5K - $46.9K
|
15.7K
$1.71M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
373+ 0.42% |
$44.1K - $44.5K
|
88.8K
$9.65M
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
368+ 17.92% |
$43.5K - $43.9K
|
2.42K
$263K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
364+ 0.71% |
$43K - $43.5K
|
51.8K
$5.62M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
362New |
$42.8K - $43.2K
|
362
$39.3K
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
353+ 8.42% |
$41.7K - $42.1K
|
4.55K
$494K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
345New |
$40.8K - $41.2K
|
345
$37.5K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
255+ 9.03% |
$30.1K - $30.4K
|
3.08K
$335K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
240New |
$28.4K - $28.6K
|
240
$26.1K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
222+ 3.42% |
$26.2K - $26.5K
|
6.71K
$729K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
158New |
$18.7K - $18.9K
|
158
$17.2K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
152+ 0.98% |
$18K - $18.1K
|
15.7K
$1.7M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
122+ 5.57% |
$14.4K - $14.6K
|
2.31K
$251K
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
117+ 6.07% |
$13.8K - $14K
|
2.04K
$222K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94+ 97.92% |
$11.1K - $11.2K
|
190
$20.6K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
88+ 1.05% |
$10.4K - $10.5K
|
8.44K
$917K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
84+ 2.27% |
$9.93K - $10K
|
3.79K
$411K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
81+ 3.27% |
$9.58K - $9.67K
|
2.56K
$278K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 8.68% |
$4.49K - $4.54K
|
476
$51.7K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 0.49% |
$2.96K - $2.98K
|
5.1K
$554K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 8.71% |
$2.48K - $2.51K
|
262
$28.5K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.38% |
$1.18K - $1.19K
|
2.64K
$287K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$946 - $955
|
8
$869
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3Closed |
$355 - $358
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7- 0.42% |
$827 - $836
|
1.67K
$181K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10- 0.44% |
$1.18K - $1.19K
|
2.28K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19- 0.4% |
$2.25K - $2.27K
|
4.69K
$509K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21Closed |
$2.48K - $2.51K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-22Closed |
$2.6K - $2.63K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-45- 12.86% |
$5.32K - $5.37K
|
305
$33.1K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-50- 1.61% |
$5.91K - $5.97K
|
3.05K
$331K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-58Closed |
$6.86K - $6.92K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 44.25% |
$11.8K - $11.9K
|
126
$13.7K
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-127- 0.83% |
$15K - $15.2K
|
15.2K
$1.65M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-130- 1.5% |
$15.4K - $15.5K
|
8.52K
$926K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-135- 1.85% |
$16K - $16.1K
|
7.15K
$777K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-162Closed |
$19.2K - $19.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-166Closed |
$19.6K - $19.8K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-186- 5.68% |
$22K - $22.2K
|
3.09K
$336K
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-189- 1.54% |
$22.3K - $22.6K
|
12.1K
$1.31M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-253- 2.07% |
$29.9K - $30.2K
|
12K
$1.3M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-261- 4.73% |
$30.9K - $31.2K
|
5.26K
$571K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-298- 89.76% |
$35.2K - $35.6K
|
34
$3.69K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 26.25% |
$39.8K - $40.2K
|
947
$103K
|
|
Nov 12, 2021
Q3 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-559- 18.81% |
$66.1K - $66.7K
|
2.41K
$262K
|