Purchases and Sales Made in Q3 2024 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q3 2024. 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 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
399K+ 113.29% |
$42.9M - $44.2M
|
752K
$81.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
209K+ 10940.28% |
$22.4M - $23.1M
|
211K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
84.9KNew |
$9.12M - $9.41M
|
84.9K
$9.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
39.5K+ 46.23% |
$4.24M - $4.38M
|
125K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.8K+ 241.39% |
$4.06M - $4.19M
|
53.5K
$5.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
27.3KNew |
$2.93M - $3.03M
|
27.3K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 15.53% |
$2.71M - $2.79M
|
188K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 5.96% |
$1.89M - $1.96M
|
314K
$34.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
11.4K+ 40.44% |
$1.23M - $1.27M
|
39.7K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 2.97% |
$1.09M - $1.12M
|
352K
$38.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 5.78% |
$914K - $943K
|
156K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.85K+ 5.41% |
$843K - $870K
|
153K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.54KNew |
$810K - $835K
|
7.54K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.15KNew |
$767K - $792K
|
7.15K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.4K+ 10.15% |
$687K - $709K
|
69.4K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.88KNew |
$631K - $651K
|
5.88K
$639K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.17K+ 22.68% |
$555K - $573K
|
28K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.9K+ 2.93% |
$526K - $542K
|
172K
$18.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.24K+ 80.6% |
$455K - $470K
|
9.5K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.2K+ 52.19% |
$451K - $465K
|
12.2K
$1.33M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.2KNew |
$451K - $465K
|
4.2K
$456K
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.49K+ 17.46% |
$374K - $386K
|
23.5K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.07KNew |
$330K - $340K
|
3.07K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.41KNew |
$258K - $267K
|
2.41K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.39K+ 7.85% |
$256K - $265K
|
32.8K
$3.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.36K+ 2.12% |
$253K - $262K
|
114K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.77K+ 14.29% |
$189K - $196K
|
14.1K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 9.33% |
$181K - $187K
|
19.7K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.49K+ 17.88% |
$160K - $165K
|
9.8K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.16K+ 9.04% |
$125K - $129K
|
14K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
793+ 22.14% |
$85.1K - $87.9K
|
4.37K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
671+ 0.68% |
$72K - $74.3K
|
99.5K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
547+ 0.36% |
$58.7K - $60.6K
|
155K
$16.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
426+ 5.33% |
$45.7K - $47.2K
|
8.42K
$915K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
350New |
$37.6K - $38.8K
|
350
$38K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
253+ 2.23% |
$27.2K - $28K
|
11.6K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
238+ 0.23% |
$25.5K - $26.4K
|
103K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
227New |
$24.4K - $25.1K
|
227
$24.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
158+ 0.21% |
$17K - $17.5K
|
75.4K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 6.82% |
$13.2K - $13.6K
|
1.93K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
114+ 5.34% |
$12.2K - $12.6K
|
2.25K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
106+ 0.38% |
$11.4K - $11.7K
|
28.1K
$3.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
65+ 0.94% |
$6.98K - $7.2K
|
6.96K
$756K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
64+ 2.6% |
$6.87K - $7.09K
|
2.53K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
55+ 0.44% |
$5.9K - $6.09K
|
12.7K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23+ 0.55% |
$2.47K - $2.55K
|
4.19K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14+ 0.58% |
$1.5K - $1.55K
|
2.42K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 19.05% |
$1.29K - $1.33K
|
75
$8.15K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 1.44% |
$751 - $776
|
493
$53.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7New |
$751 - $776
|
7
$760
|