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 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.29K- 2.37% |
$240K - $246K
|
94.3K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.64K- 53.17% |
$277K - $284K
|
2.33K
$253K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.9K- 2.45% |
$304K - $312K
|
115K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.47K- 46.56% |
$365K - $373K
|
3.98K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.01K- 3.65% |
$421K - $431K
|
106K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.11K- 5.19% |
$432K - $442K
|
75K
$8.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 1.42% |
$435K - $445K
|
288K
$31.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-6.23K- 4.94% |
$655K - $670K
|
120K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.44K- 47.21% |
$676K - $692K
|
7.2K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.33K- 11.78% |
$770K - $788K
|
54.9K
$5.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-10.3K- 23.91% |
$1.08M - $1.1M
|
32.7K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 6.23% |
$1.42M - $1.45M
|
203K
$22M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.8K- 72.36% |
$1.66M - $1.7M
|
6.04K
$656K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.6K- 13.03% |
$1.74M - $1.78M
|
111K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.8K- 71.77% |
$1.77M - $1.81M
|
6.62K
$719K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.3K- 13.18% |
$1.82M - $1.87M
|
114K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.2K- 92.48% |
$2.33M - $2.39M
|
1.81K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100K- 67.56% |
$10.5M - $10.8M
|
48.2K
$5.23M
|