Purchases and Sales Made in Q4 2023 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
437K+ 8112.98% |
$45.8M - $47.5M
|
443K
$48.1M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
340KNew |
$35.6M - $36.9M
|
340K
$36.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
96.5KNew |
$10.1M - $10.5M
|
96.5K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
34.3KNew |
$3.59M - $3.72M
|
34.3K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.9K+ 26.74% |
$3.24M - $3.35M
|
146K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.8K+ 31.08% |
$2.91M - $3.01M
|
117K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 17.4% |
$1.98M - $2.05M
|
128K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15KNew |
$1.57M - $1.63M
|
15K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.9KNew |
$1.15M - $1.19M
|
10.9K
$1.19M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.74K+ 15.46% |
$1.02M - $1.06M
|
72.8K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.92K+ 4.31% |
$830K - $859K
|
191K
$20.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.78K+ 7.68% |
$816K - $845K
|
109K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.68KNew |
$805K - $833K
|
7.68K
$834K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.65K+ 58.85% |
$802K - $830K
|
20.7K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.83KNew |
$716K - $742K
|
6.83K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.53K+ 9.86% |
$685K - $709K
|
72.8K
$7.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.22KNew |
$652K - $675K
|
6.22K
$676K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.41KNew |
$567K - $587K
|
5.41K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.35KNew |
$560K - $580K
|
5.35K
$581K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5.15KNew |
$540K - $559K
|
5.15K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.55KNew |
$477K - $494K
|
4.55K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.43K+ 73.39% |
$464K - $481K
|
10.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.75K+ 10.66% |
$393K - $408K
|
39K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.42K+ 7.12% |
$358K - $371K
|
51.4K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$303K - $314K
|
2.9K
$315K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.85KNew |
$299K - $310K
|
2.85K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.79K+ 33.82% |
$292K - $302K
|
11K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.5K+ 14.24% |
$262K - $271K
|
20K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.33KNew |
$244K - $252K
|
2.33K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.91K+ 2.53% |
$200K - $208K
|
77.4K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.86K+ 24.9% |
$195K - $202K
|
9.34K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.29K+ 62.03% |
$135K - $140K
|
3.38K
$367K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1K+ 3.89% |
$105K - $109K
|
26.8K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
762+ 37.57% |
$79.9K - $82.7K
|
2.79K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
750+ 26.69% |
$78.6K - $81.4K
|
3.56K
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
571New |
$59.8K - $62K
|
571
$62K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
529+ 1.85% |
$55.4K - $57.4K
|
29.1K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
364+ 8.69% |
$38.1K - $39.5K
|
4.55K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
354+ 7.91% |
$37.1K - $38.4K
|
4.83K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300New |
$31.4K - $32.6K
|
300
$32.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
250+ 8.97% |
$26.2K - $27.1K
|
3.04K
$330K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
243+ 36.82% |
$25.5K - $26.4K
|
903
$98.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
208New |
$21.8K - $22.6K
|
208
$22.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$21K - $21.7K
|
200
$21.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
195+ 0.88% |
$20.4K - $21.2K
|
22.3K
$2.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
155New |
$16.2K - $16.8K
|
155
$16.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
135+ 5.39% |
$14.1K - $14.7K
|
2.64K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105New |
$11K - $11.4K
|
105
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103New |
$10.8K - $11.2K
|
103
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
78+ 2.0% |
$8.17K - $8.47K
|
3.97K
$432K
|