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 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40New |
$4.24K - $4.45K
|
40
$4.34K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30+ 1.11% |
$3.18K - $3.34K
|
2.74K
$297K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.4% |
$2.23K - $2.34K
|
5.21K
$565K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
20+ 0.37% |
$2.12K - $2.22K
|
5.46K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 21.62% |
$848 - $890
|
45
$4.89K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$742 - $779
|
7
$760
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4New |
$424 - $445
|
4
$434
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.84% |
$424 - $445
|
481
$52.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$212 - $222
|
2
$217
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$106 - $111
|
254
$27.6K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.56% |
$106 - $111
|
181
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 4.85% |
$530 - $556
|
98
$10.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7Closed |
$742 - $779
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 2.65% |
$1.7K - $1.78K
|
587
$63.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-35- 1.12% |
$3.71K - $3.89K
|
3.1K
$336K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-41- 6.09% |
$4.35K - $4.56K
|
632
$68.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-43- 1.41% |
$4.56K - $4.78K
|
3.01K
$327K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-128- 0.93% |
$13.6K - $14.2K
|
13.6K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-135- 4.45% |
$14.3K - $15K
|
2.9K
$315K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-147- 15.23% |
$15.6K - $16.3K
|
818
$88.8K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-164- 26.71% |
$17.4K - $18.2K
|
450
$48.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-186- 2.59% |
$19.7K - $20.7K
|
6.99K
$759K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-188- 6.55% |
$19.9K - $20.9K
|
2.68K
$291K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-199- 0.82% |
$21.1K - $22.1K
|
24K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-230- 2.67% |
$24.4K - $25.6K
|
8.38K
$909K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-257- 3.76% |
$27.2K - $28.6K
|
6.57K
$713K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-268- 9.33% |
$28.4K - $29.8K
|
2.6K
$283K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-270- 4.53% |
$28.6K - $30K
|
5.69K
$618K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-294- 22.63% |
$31.2K - $32.7K
|
1.01K
$109K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-397- 47.43% |
$42.1K - $44.2K
|
440
$47.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-399- 1.62% |
$42.3K - $44.4K
|
24.3K
$2.63M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-436- 0.34% |
$46.2K - $48.5K
|
126K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-452- 3.68% |
$47.9K - $50.3K
|
11.8K
$1.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-493- 11.13% |
$52.3K - $54.8K
|
3.94K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-605- 7.51% |
$64.1K - $67.3K
|
7.46K
$809K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-805- 18.78% |
$85.3K - $89.5K
|
3.48K
$378K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-822- 4.28% |
$87.1K - $91.4K
|
18.4K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-865- 5.0% |
$91.7K - $96.2K
|
16.4K
$1.78M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-930- 3.68% |
$98.6K - $103K
|
24.4K
$2.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-959- 55.72% |
$102K - $107K
|
762
$82.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.02K- 17.02% |
$108K - $113K
|
4.97K
$539K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.16K- 19.94% |
$123K - $129K
|
4.65K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.44K- 15.23% |
$153K - $160K
|
8.03K
$872K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.51K- 1.17% |
$160K - $168K
|
127K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.59K- 19.17% |
$168K - $177K
|
6.69K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.62K- 10.15% |
$171K - $180K
|
14.3K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 96.88% |
$178K - $187K
|
54
$5.86K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.05K- 7.7% |
$218K - $228K
|
24.6K
$2.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.52K- 3.09% |
$267K - $280K
|
79.1K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.68K- 13.55% |
$390K - $409K
|
23.5K
$2.55M
|