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 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-651Closed |
$77K - $77.7K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-660- 4.65% |
$78K - $78.8K
|
13.5K
$1.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-726- 5.93% |
$85.8K - $86.7K
|
11.5K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-802Closed |
$94.8K - $95.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
SELL
|
- |
-825- 63.27% |
$97.5K - $98.5K
|
479
$52K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.04K- 0.5% |
$123K - $124K
|
207K
$22.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 27.36% |
$126K - $127K
|
2.83K
$307K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.12K- 74.95% |
$133K - $134K
|
375
$40.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.13K- 28.45% |
$134K - $135K
|
2.84K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.27K- 25.62% |
$150K - $152K
|
3.69K
$401K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.41K- 42.48% |
$167K - $169K
|
1.92K
$208K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.66K- 5.24% |
$196K - $198K
|
30K
$3.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 42.97% |
$227K - $229K
|
2.54K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 5.36% |
$241K - $243K
|
35.9K
$3.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.1K- 25.08% |
$248K - $250K
|
6.27K
$681K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.35K- 31.95% |
$396K - $400K
|
7.13K
$774K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.54KClosed |
$418K - $422K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.97K- 65.31% |
$470K - $474K
|
2.11K
$229K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.39KClosed |
$519K - $524K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.17KClosed |
$611K - $617K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.92KClosed |
$699K - $706K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-6.81K- 10.1% |
$805K - $813K
|
60.6K
$6.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.1KClosed |
$958K - $967K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.2K- 48.89% |
$1.32M - $1.33M
|
11.7K
$1.27M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 13.11% |
$1.77M - $1.79M
|
99.5K
$10.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 33.85% |
$1.89M - $1.9M
|
31.2K
$3.39M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-19.6KClosed |
$2.32M - $2.34M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.5K- 14.49% |
$3.02M - $3.05M
|
151K
$16.4M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-34.7K- 99.36% |
$4.1M - $4.14M
|
223
$24.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.7KClosed |
$5.4M - $5.45M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.2K- 55.92% |
$9.6M - $9.69M
|
64K
$6.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.3K- 73.09% |
$9.61M - $9.71M
|
30K
$3.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-229KClosed |
$27.1M - $27.4M
|
0
$0
|