Purchases and Sales Made in Q4 2024 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 2024. 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 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
572+ 8.22% |
$61.6K - $63.1K
|
7.53K
$824K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
535+ 13.33% |
$57.6K - $59K
|
4.55K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330+ 1.23% |
$35.5K - $36.4K
|
27.2K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
316+ 1.6% |
$34K - $34.9K
|
20K
$2.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
283+ 1.01% |
$30.5K - $31.2K
|
28.3K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
268+ 6.13% |
$28.9K - $29.6K
|
4.64K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
200+ 3.98% |
$21.5K - $22.1K
|
5.23K
$572K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
102+ 18.61% |
$11K - $11.3K
|
650
$71.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
91New |
$9.8K - $10K
|
91
$9.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
78+ 2.6% |
$8.4K - $8.61K
|
3.08K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$6.14K - $6.29K
|
57
$6.23K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
44New |
$4.74K - $4.86K
|
44
$4.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
40+ 0.64% |
$4.31K - $4.41K
|
6.26K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$3.77K - $3.86K
|
35
$3.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$1.51K - $1.55K
|
14
$1.53K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10New |
$1.08K - $1.1K
|
10
$1.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10+ 0.41% |
$1.08K - $1.1K
|
2.43K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9+ 900.0% |
$969 - $993
|
10
$1.09K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6+ 0.26% |
$646 - $662
|
2.32K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$431 - $441
|
4
$437
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.9% |
$431 - $441
|
215
$23.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.14% |
$431 - $441
|
2.91K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$215 - $221
|
4.16K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.17% |
$108 - $110
|
47
$5.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.04% |
$108 - $110
|
50
$5.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5- 71.43% |
$538 - $552
|
2
$219
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8- 0.36% |
$861 - $883
|
2.24K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 0.99% |
$2.05K - $2.1K
|
1.91K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25- 4.31% |
$2.69K - $2.76K
|
555
$60.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-38- 1.5% |
$4.09K - $4.19K
|
2.49K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 3.9% |
$4.31K - $4.41K
|
986
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-41- 0.28% |
$4.41K - $4.53K
|
14.8K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 12.15% |
$6.46K - $6.62K
|
434
$47.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 85.33% |
$6.89K - $7.06K
|
11
$1.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-80- 2.77% |
$8.61K - $8.83K
|
2.8K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-195- 3.32% |
$21K - $21.5K
|
5.68K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-208- 4.97% |
$22.4K - $23K
|
3.98K
$435K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-215- 1.29% |
$23.2K - $23.7K
|
16.5K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 4.4% |
$24K - $24.6K
|
4.85K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231- 9.71% |
$24.9K - $25.5K
|
2.15K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-280- 2.53% |
$30.2K - $30.9K
|
10.8K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-300- 2.63% |
$32.3K - $33.1K
|
11.1K
$1.22M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-338- 2.41% |
$36.4K - $37.3K
|
13.7K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-350- 33.05% |
$37.7K - $38.6K
|
709
$77.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-373- 8.94% |
$40.2K - $41.2K
|
3.8K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-414- 0.6% |
$44.6K - $45.7K
|
69K
$7.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-416- 9.63% |
$44.8K - $45.9K
|
3.9K
$427K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-437- 1.86% |
$47.1K - $48.2K
|
23K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-850- 2.92% |
$91.5K - $93.8K
|
28.3K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.14K- 1.1% |
$122K - $125K
|
102K
$11.2M
|