Purchases and Sales Made in Q4 2022 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
167K+ 110.75% |
$17.5M - $17.9M
|
317K
$34.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
91.3K+ 4621.27% |
$9.59M - $9.82M
|
93.2K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
91.3K+ 4621.27% |
$9.59M - $9.82M
|
93.2K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$4.07M - $4.17M
|
38.7K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.2KNew |
$3.6M - $3.68M
|
34.2K
$3.7M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.1K+ 12.91% |
$2.95M - $3.02M
|
246K
$26.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 42.28% |
$2.27M - $2.33M
|
72.8K
$7.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.3K+ 46.29% |
$1.82M - $1.86M
|
54.6K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
16.9KNew |
$1.77M - $1.81M
|
16.9K
$1.82M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.8K+ 262.85% |
$1.66M - $1.7M
|
21.9K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.1KNew |
$1.59M - $1.63M
|
15.1K
$1.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13KNew |
$1.37M - $1.4M
|
13K
$1.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.23M - $1.26M
|
11.7K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.87K+ 221.09% |
$1.04M - $1.06M
|
14.3K
$1.55M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.01KNew |
$842K - $862K
|
8.01K
$866K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.51K+ 30.83% |
$789K - $808K
|
31.9K
$3.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.79KNew |
$713K - $730K
|
6.79K
$734K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.73KNew |
$707K - $724K
|
6.73K
$727K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.72KNew |
$600K - $615K
|
5.72K
$618K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.55KNew |
$478K - $489K
|
4.55K
$491K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.32K+ 18.67% |
$454K - $465K
|
27.5K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$431K - $441K
|
4.1K
$443K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.72K+ 150.16% |
$390K - $400K
|
6.19K
$669K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.52K+ 9.32% |
$370K - $379K
|
41.3K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.89K+ 95.91% |
$303K - $310K
|
5.89K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.68K+ 86.5% |
$281K - $288K
|
5.77K
$624K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.53K+ 70.65% |
$266K - $272K
|
6.12K
$661K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.53K+ 87.76% |
$266K - $272K
|
5.41K
$585K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.27KNew |
$238K - $244K
|
2.27K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.03KNew |
$213K - $218K
|
2.03K
$219K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2KNew |
$210K - $215K
|
2K
$216K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.35K+ 4.26% |
$142K - $145K
|
33K
$3.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 9.04% |
$136K - $139K
|
15.6K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.17KNew |
$123K - $126K
|
1.17K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.11KNew |
$117K - $120K
|
1.11K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
762+ 100.0% |
$80.1K - $82K
|
1.52K
$165K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
755+ 3.29% |
$79.3K - $81.2K
|
23.7K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
652New |
$68.5K - $70.1K
|
652
$70.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
489+ 42.26% |
$51.4K - $52.6K
|
1.65K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
357+ 74.22% |
$37.5K - $38.4K
|
838
$90.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
295+ 11.6% |
$31K - $31.7K
|
2.84K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
273+ 1.04% |
$28.7K - $29.4K
|
26.6K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255New |
$26.8K - $27.4K
|
255
$27.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
172New |
$18.1K - $18.5K
|
172
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
140New |
$14.7K - $15.1K
|
140
$15.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
122+ 4.45% |
$12.8K - $13.1K
|
2.86K
$309K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108+ 1.42% |
$11.3K - $11.6K
|
7.71K
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101New |
$10.6K - $10.9K
|
101
$10.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97+ 215.56% |
$10.2K - $10.4K
|
142
$15.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86+ 0.35% |
$9.04K - $9.25K
|
24.3K
$2.63M
|