Purchases and Sales Made in Q3 2022 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q3 2022. 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 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.5K+ 36.69% |
$6.2M - $6.5M
|
218K
$23.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
49.8K+ 83.11% |
$5.28M - $5.54M
|
110K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.8K+ 46.8% |
$3.59M - $3.76M
|
106K
$11.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.3KNew |
$2.79M - $2.92M
|
26.3K
$2.84M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$2.27M - $2.38M
|
21.4K
$2.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$2.27M - $2.38M
|
21.4K
$2.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$1.22M - $1.28M
|
11.5K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
11.4K+ 97.56% |
$1.21M - $1.27M
|
23K
$2.49M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
7KNew |
$742K - $779K
|
7K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.29KNew |
$666K - $699K
|
6.29K
$680K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.85K+ 4.04% |
$620K - $651K
|
150K
$16.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.57KNew |
$484K - $508K
|
4.57K
$494K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 8.91% |
$443K - $465K
|
51.1K
$5.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.89KNew |
$413K - $433K
|
3.89K
$421K
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.74K+ 13.41% |
$396K - $416K
|
31.6K
$3.42M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.58KNew |
$380K - $399K
|
3.58K
$388K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.04K+ 43.74% |
$322K - $338K
|
9.98K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.89K+ 10.66% |
$306K - $321K
|
30K
$3.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.86K+ 72.43% |
$303K - $318K
|
6.82K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.81KNew |
$298K - $313K
|
2.81K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.48KNew |
$263K - $275K
|
2.48K
$268K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.18K+ 24.06% |
$231K - $243K
|
11.3K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.13K+ 24.56% |
$225K - $236K
|
10.8K
$1.17M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.98KNew |
$209K - $220K
|
1.98K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.98KNew |
$209K - $220K
|
1.98K
$214K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
1.7KNew |
$180K - $189K
|
1.7K
$183K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$159K - $166K
|
1.5K
$162K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.4K+ 17.62% |
$149K - $156K
|
9.37K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.3K+ 6.0% |
$138K - $144K
|
22.9K
$2.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.19KNew |
$126K - $133K
|
1.19K
$129K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
949+ 18.03% |
$101K - $106K
|
6.21K
$672K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
824+ 8.63% |
$87.3K - $91.6K
|
10.4K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
773+ 581.2% |
$81.9K - $86K
|
906
$98K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
541+ 0.56% |
$57.3K - $60.2K
|
96.6K
$10.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
441+ 2.73% |
$46.7K - $49K
|
16.6K
$1.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
431+ 1.31% |
$45.7K - $47.9K
|
33.4K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
430+ 17.1% |
$45.6K - $47.8K
|
2.95K
$318K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
404+ 7.19% |
$42.8K - $44.9K
|
6.02K
$651K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
390+ 119.27% |
$41.3K - $43.4K
|
717
$77.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
367+ 1.49% |
$38.9K - $40.8K
|
24.9K
$2.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
363+ 16.65% |
$38.5K - $40.4K
|
2.54K
$275K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
307+ 3.61% |
$32.5K - $34.1K
|
8.81K
$953K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
300New |
$31.8K - $33.4K
|
300
$32.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$14.8K - $15.6K
|
140
$15.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
134+ 3.1% |
$14.2K - $14.9K
|
4.46K
$482K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
121+ 36.12% |
$12.8K - $13.5K
|
456
$49.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
101+ 2.81% |
$10.7K - $11.2K
|
3.7K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
98New |
$10.4K - $10.9K
|
98
$10.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 140.43% |
$7K - $7.34K
|
113
$12.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 196.67% |
$6.25K - $6.56K
|
89
$9.62K
|