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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53New |
$5.55K - $5.75K
|
53
$5.76K
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
38+ 0.18% |
$3.98K - $4.13K
|
21.2K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
24+ 1.34% |
$2.52K - $2.61K
|
1.81K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.42% |
$419 - $434
|
967
$105K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.08% |
$210 - $217
|
188
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$105 - $109
|
30
$3.26K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 0.21% |
$105 - $109
|
470
$51.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.72% |
$105 - $109
|
59
$6.41K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.27% |
$314 - $326
|
1.12K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 71.43% |
$524 - $543
|
2
$217
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 1.64% |
$838 - $868
|
479
$52K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.15% |
$1.15K - $1.19K
|
7.55K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-14- 0.16% |
$1.47K - $1.52K
|
8.73K
$948K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-21- 95.45% |
$2.2K - $2.28K
|
1
$109
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-24- 0.5% |
$2.52K - $2.61K
|
4.74K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30- 14.29% |
$3.14K - $3.26K
|
180
$19.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-30- 0.91% |
$3.14K - $3.26K
|
3.28K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-43- 0.08% |
$4.51K - $4.67K
|
52.3K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47- 1.46% |
$4.93K - $5.1K
|
3.16K
$344K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 13.22% |
$7.23K - $7.49K
|
453
$49.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-78- 1.6% |
$8.17K - $8.47K
|
4.8K
$521K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-79- 0.8% |
$8.28K - $8.58K
|
9.74K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-79- 94.05% |
$8.28K - $8.58K
|
5
$543
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-101- 2.71% |
$10.6K - $11K
|
3.62K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-115- 1.97% |
$12.1K - $12.5K
|
5.72K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-149- 2.87% |
$15.6K - $16.2K
|
5.04K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-151- 2.78% |
$15.8K - $16.4K
|
5.27K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-162- 36.32% |
$17K - $17.6K
|
284
$30.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-163- 7.94% |
$17.1K - $17.7K
|
1.89K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-183- 6.87% |
$19.2K - $19.9K
|
2.48K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-186- 5.46% |
$19.5K - $20.2K
|
3.22K
$350K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-190- 1.6% |
$19.9K - $20.6K
|
11.7K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-196- 3.89% |
$20.5K - $21.3K
|
4.84K
$526K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-210- 67.96% |
$22K - $22.8K
|
99
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 8.33% |
$26.3K - $27.2K
|
2.76K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-294- 7.61% |
$30.8K - $31.9K
|
3.57K
$388K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-342- 6.49% |
$35.8K - $37.1K
|
4.93K
$536K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-436- 5.44% |
$45.7K - $47.3K
|
7.57K
$823K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-437- 1.1% |
$45.8K - $47.4K
|
39.4K
$4.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-530- 0.35% |
$55.5K - $57.5K
|
150K
$16.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-533- 86.11% |
$55.9K - $57.9K
|
86
$9.34K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-594- 19.81% |
$62.3K - $64.5K
|
2.41K
$261K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-618- 11.91% |
$64.8K - $67.1K
|
4.57K
$496K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-768- 2.79% |
$80.5K - $83.4K
|
26.7K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-797- 9.43% |
$83.5K - $86.5K
|
7.65K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-841- 7.88% |
$88.1K - $91.3K
|
9.83K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.12K- 6.26% |
$117K - $121K
|
16.8K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 10.45% |
$126K - $130K
|
10.3K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.46K- 32.84% |
$153K - $158K
|
2.98K
$324K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.9K- 44.43% |
$199K - $206K
|
2.38K
$258K
|