Purchases and Sales Made in Q3 2023 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q3 2023. 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 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
439K+ 859.37% |
$46.4M - $47.1M
|
490K
$53.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
87.5KNew |
$9.25M - $9.39M
|
87.5K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.8K+ 417.68% |
$6.95M - $7.06M
|
81.5K
$8.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33.8K+ 624.64% |
$3.58M - $3.63M
|
39.3K
$4.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.5K+ 32.19% |
$2.8M - $2.84M
|
109K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5K+ 129.36% |
$2.48M - $2.52M
|
41.6K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.5K+ 22.66% |
$1.74M - $1.77M
|
89.3K
$9.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
15.8K+ 65.51% |
$1.67M - $1.69M
|
39.8K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.4K+ 8.55% |
$1.53M - $1.55M
|
183K
$19.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.5KNew |
$1.33M - $1.35M
|
12.5K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.82KNew |
$1.04M - $1.05M
|
9.82K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.78K+ 126.97% |
$1.03M - $1.05M
|
17.5K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.6K+ 2.07% |
$697K - $708K
|
325K
$35.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.88KNew |
$516K - $524K
|
4.88K
$530K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.43KNew |
$469K - $476K
|
4.43K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.87KNew |
$409K - $415K
|
3.87K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.73KNew |
$394K - $400K
|
3.73K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 1.3% |
$366K - $372K
|
269K
$29.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.41KNew |
$360K - $365K
|
3.41K
$370K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.23K+ 38.01% |
$341K - $347K
|
11.7K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
3.04KNew |
$321K - $326K
|
3.04K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01KNew |
$319K - $323K
|
3.01K
$327K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
3KNew |
$317K - $322K
|
3K
$326K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.79KNew |
$295K - $299K
|
2.79K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.71K+ 109.7% |
$287K - $291K
|
5.19K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.36K+ 46.05% |
$249K - $253K
|
7.48K
$812K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27K+ 225.17% |
$240K - $244K
|
3.28K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.05KNew |
$217K - $220K
|
2.05K
$223K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.79KNew |
$189K - $192K
|
1.79K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 1.12% |
$164K - $166K
|
140K
$15.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.26K+ 1.3% |
$133K - $135K
|
98K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 97.85% |
$106K - $108K
|
2.03K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
890+ 890.0% |
$94.1K - $95.5K
|
990
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
723+ 10.58% |
$76.4K - $77.6K
|
7.56K
$821K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
619New |
$65.4K - $66.4K
|
619
$67.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
606+ 8.19% |
$64.1K - $65K
|
8.01K
$870K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
595+ 9.64% |
$62.9K - $63.9K
|
6.76K
$735K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
498New |
$52.6K - $53.4K
|
498
$54.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
382New |
$40.4K - $41K
|
382
$41.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
359+ 3.7% |
$38K - $38.5K
|
10.1K
$1.09M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
329+ 2.35% |
$34.8K - $35.3K
|
14.3K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
307+ 7.37% |
$32.5K - $32.9K
|
4.47K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
289+ 0.38% |
$30.6K - $31K
|
75.5K
$8.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
249+ 15.23% |
$26.3K - $26.7K
|
1.88K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195+ 3.73% |
$20.6K - $20.9K
|
5.42K
$589K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
172+ 0.63% |
$18.2K - $18.5K
|
27.5K
$2.98M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157+ 3.22% |
$16.6K - $16.8K
|
5.04K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
155+ 1.92% |
$16.4K - $16.6K
|
8.24K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
135New |
$14.3K - $14.5K
|
135
$14.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
99+ 47.14% |
$10.5K - $10.6K
|
309
$33.6K
|