Purchases and Sales Made in Q3 2025 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q3 2025. 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 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.84KNew |
$853K - $866K
|
7.84K
$867K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.43K+ 7.2% |
$808K - $820K
|
111K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
2.85K+ 8.4% |
$310K - $314K
|
36.7K
$4.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56KNew |
$279K - $283K
|
2.56K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.92K+ 28.65% |
$209K - $212K
|
8.62K
$953K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.28K+ 6.51% |
$139K - $141K
|
21K
$2.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
100+ 4.26% |
$10.9K - $11K
|
2.45K
$271K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 0.46% |
$9.57K - $9.72K
|
19.3K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.59% |
$6.31K - $6.4K
|
9.82K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 3.62% |
$2.94K - $2.98K
|
773
$85.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$2.28K - $2.32K
|
21
$2.32K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10+ 0.41% |
$1.09K - $1.1K
|
2.44K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10+ 0.3% |
$1.09K - $1.1K
|
3.34K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-46- 97.87% |
$5K - $5.08K
|
1
$111
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-94- 1.06% |
$10.2K - $10.4K
|
8.81K
$974K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 4.81% |
$10.9K - $11K
|
1.98K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-116- 4.87% |
$12.6K - $12.8K
|
2.27K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-177- 6.81% |
$19.2K - $19.5K
|
2.42K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-351- 2.74% |
$38.2K - $38.8K
|
12.5K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-556- 5.43% |
$60.5K - $61.4K
|
9.69K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-571- 16.5% |
$62.1K - $63K
|
2.89K
$320K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-983- 24.62% |
$107K - $109K
|
3.01K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.09K- 28.54% |
$336K - $341K
|
7.75K
$857K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.64K- 12.69% |
$505K - $512K
|
31.9K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-13.7K- 13.33% |
$1.49M - $1.52M
|
89.3K
$9.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14.7K- 18.74% |
$1.59M - $1.62M
|
63.6K
$7.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26.7K- 99.76% |
$2.9M - $2.94M
|
64
$7.08K
|