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 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.92K- 2.61% |
$201K - $209K
|
71.6K
$7.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.33K- 5.93% |
$244K - $253K
|
36.9K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.22K- 96.04% |
$338K - $350K
|
133
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.43K- 3.14% |
$359K - $372K
|
106K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 38.49% |
$364K - $377K
|
5.55K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.56K- 1.09% |
$373K - $386K
|
322K
$34.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.18K- 31.82% |
$438K - $454K
|
8.97K
$966K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.33K- 15.55% |
$453K - $470K
|
23.5K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-4.8K- 35.96% |
$503K - $521K
|
8.55K
$921K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.84K- 34.32% |
$507K - $525K
|
9.26K
$998K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.96K- 5.06% |
$520K - $539K
|
93K
$10M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.07K- 18.44% |
$531K - $550K
|
22.4K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.17K- 51.47% |
$542K - $562K
|
4.88K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.31K- 45.3% |
$557K - $577K
|
6.42K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.83K- 10.58% |
$611K - $633K
|
49.3K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.23K- 7.08% |
$653K - $676K
|
81.7K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 75.09% |
$709K - $734K
|
2.24K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.56K- 43.24% |
$793K - $821K
|
9.93K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-14.1K- 10.33% |
$1.48M - $1.54M
|
123K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 17.4% |
$1.49M - $1.54M
|
67.3K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.6K- 15.37% |
$1.53M - $1.58M
|
80.3K
$8.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 27.12% |
$1.6M - $1.66M
|
41K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17.6K- 12.59% |
$1.84M - $1.91M
|
122K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.4K- 63.53% |
$2.77M - $2.87M
|
15.2K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-27.9K- 5.7% |
$2.93M - $3.03M
|
462K
$49.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.8K- 16.27% |
$4.59M - $4.75M
|
225K
$24.3M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-439K- 99.08% |
$46M - $47.6M
|
4.08K
$440K
|