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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
2+ 0.37% |
$215 - $222
|
548
$59.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$107 - $111
|
1
$109
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.09% |
$107 - $111
|
1.06K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3- 0.13% |
$322 - $332
|
2.31K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.1% |
$429 - $443
|
3.97K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.79% |
$537 - $554
|
624
$67.8K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.29% |
$1.29K - $1.33K
|
4.16K
$452K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12- 0.41% |
$1.29K - $1.33K
|
2.88K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-16- 0.19% |
$1.72K - $1.77K
|
8.23K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16- 0.18% |
$1.72K - $1.77K
|
8.92K
$970K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24- 4.63% |
$2.58K - $2.66K
|
494
$53.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-37- 14.92% |
$3.97K - $4.1K
|
211
$22.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49- 2.37% |
$5.26K - $5.43K
|
2.02K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-49- 54.44% |
$5.26K - $5.43K
|
41
$4.45K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-70- 0.64% |
$7.51K - $7.76K
|
10.9K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-90- 0.54% |
$9.66K - $9.97K
|
16.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 3.35% |
$10.7K - $11.1K
|
2.89K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-210- 5.83% |
$22.5K - $23.3K
|
3.39K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-220- 1.89% |
$23.6K - $24.4K
|
11.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-238- 11.11% |
$25.5K - $26.4K
|
1.9K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-284- 11.9% |
$30.5K - $31.5K
|
2.1K
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-289- 9.05% |
$31K - $32K
|
2.91K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-300- 12.62% |
$32.2K - $33.2K
|
2.08K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-311- 9.4% |
$33.4K - $34.5K
|
3K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-426- 15.19% |
$45.7K - $47.2K
|
2.38K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-556- 9.97% |
$59.7K - $61.6K
|
5.02K
$545K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-657- 4.25% |
$70.5K - $72.8K
|
14.8K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-663- 1.41% |
$71.2K - $73.5K
|
46.5K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-799- 99.75% |
$85.8K - $88.5K
|
2
$217
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-893- 9.28% |
$95.9K - $98.9K
|
8.73K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-915- 33.39% |
$98.2K - $101K
|
1.83K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-946- 3.26% |
$102K - $105K
|
28.1K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 17.12% |
$112K - $116K
|
5.07K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 21.12% |
$120K - $124K
|
4.17K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.23K- 1.43% |
$132K - $136K
|
84.8K
$9.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.25K- 54.82% |
$134K - $138K
|
1.03K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.61K- 5.65% |
$173K - $178K
|
26.8K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.72K- 2.27% |
$185K - $191K
|
74.3K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.99K- 2.57% |
$214K - $221K
|
75.4K
$8.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.27K- 7.24% |
$244K - $252K
|
29.1K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.48K- 4.1% |
$266K - $274K
|
58K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.87K- 12.1% |
$415K - $428K
|
28.1K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.51K- 5.35% |
$484K - $500K
|
79.8K
$8.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.68K- 54.47% |
$503K - $519K
|
3.91K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.07K- 31.37% |
$544K - $561K
|
11.1K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.67K- 5.94% |
$715K - $738K
|
106K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.55K- 6.49% |
$811K - $837K
|
109K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-12.4K- 66.62% |
$1.33M - $1.38M
|
6.22K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.4K- 37.19% |
$2.83M - $2.92M
|
44.6K
$4.84M
|