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 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
77+ 10.74% |
$8.09K - $8.28K
|
794
$86.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$7.88K - $8.07K
|
75
$8.14K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
75+ 2.8% |
$7.88K - $8.07K
|
2.76K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61New |
$6.41K - $6.56K
|
61
$6.62K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
61+ 0.57% |
$6.41K - $6.56K
|
10.8K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59New |
$6.2K - $6.35K
|
59
$6.41K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
44New |
$4.62K - $4.73K
|
44
$4.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
40+ 0.73% |
$4.2K - $4.3K
|
5.5K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
40+ 1.36% |
$4.2K - $4.3K
|
2.99K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
30+ 0.81% |
$3.15K - $3.23K
|
3.73K
$405K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
28+ 0.08% |
$2.94K - $3.01K
|
33.4K
$3.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6+ 11.32% |
$630 - $645
|
59
$6.41K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6New |
$630 - $645
|
6
$651
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
1+ 0.22% |
$105 - $108
|
457
$49.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$105 - $108
|
1
$109
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.55% |
$105 - $108
|
182
$19.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 1.99% |
$630 - $645
|
295
$32K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-12- 10.62% |
$1.26K - $1.29K
|
101
$11K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 3.04% |
$2.73K - $2.8K
|
828
$89.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 0.45% |
$3.99K - $4.09K
|
8.34K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-81- 2.06% |
$8.51K - $8.71K
|
3.85K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 1.57% |
$10.4K - $10.7K
|
6.19K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 87.79% |
$12.1K - $12.4K
|
16
$1.74K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-121- 12.04% |
$12.7K - $13K
|
884
$96K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-125- 3.59% |
$13.1K - $13.4K
|
3.36K
$364K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-144- 0.58% |
$15.1K - $15.5K
|
24.8K
$2.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-171- 6.57% |
$18K - $18.4K
|
2.43K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-201- 3.97% |
$21.1K - $21.6K
|
4.87K
$528K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-234- 6.01% |
$24.6K - $25.2K
|
3.66K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-320- 22.22% |
$33.6K - $34.4K
|
1.12K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-373- 7.16% |
$39.2K - $40.1K
|
4.84K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-391- 5.84% |
$41.1K - $42.1K
|
6.3K
$684K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-400- 13.79% |
$42K - $43K
|
2.5K
$272K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-415- 3.69% |
$43.6K - $44.6K
|
10.8K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-421- 2.29% |
$44.2K - $45.3K
|
17.9K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-548- 86.71% |
$57.6K - $59K
|
84
$9.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-627- 0.59% |
$65.9K - $67.5K
|
106K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-880- 64.52% |
$92.5K - $94.7K
|
484
$52.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-885- 13.47% |
$93K - $95.2K
|
5.69K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-901- 1.33% |
$94.7K - $96.9K
|
66.7K
$7.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-908- 5.53% |
$95.4K - $97.7K
|
15.5K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.06K- 15.15% |
$111K - $114K
|
5.94K
$645K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 11.19% |
$122K - $125K
|
9.22K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.27K- 14.41% |
$133K - $137K
|
7.54K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.43K- 5.82% |
$150K - $154K
|
23.2K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.43K- 95.03% |
$151K - $154K
|
75
$8.14K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 8.68% |
$151K - $155K
|
15.1K
$1.64M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.49K- 24.0% |
$157K - $160K
|
4.72K
$513K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 18.93% |
$160K - $164K
|
6.51K
$707K
|