Colonial Trust CO / Sc Ishares Agency Bond ETF Transaction History

Colonial Trust CO / Sc

$637 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$105.72 - $107.32 $14,272 - $14,488	135 New	135 $14,000
Q4 2022 Feb 14, 2023	BUY	$105.07 - $107.58 $14,709 - $15,061	140 New	140 $14,000

Others Institutions Holding AGZ

# of Institutions

149

Shares Held

4.65M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.3 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$33.9 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

172K
Shares

$18.6 Million
3.35% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial Trust CO / Sc, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust CO / Sc with notifications on news.