Ae Wealth Management LLC Ishares Agency Bond ETF Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 184 shares of AGZ stock, worth $20,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares
184
Previous 204 9.8%
Holding current value
$20,149
Previous $22,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$108.32 - $109.92 $2,166 - $2,198
-20 Reduced 9.8%
184 $20,000
Q1 2025

May 06, 2025
SELL
$107.46 - $109.48 $445,421 - $453,794
-4,145 Reduced 95.31%
204 $22,000
Q4 2024

Feb 13, 2025
BUY
$107.68 - $110.37 $468,300 - $479,999
4,349 New
4,349 $469,000
Q2 2021

Jul 21, 2021
SELL
$117.83 - $118.68 $2.69 Million - $2.71 Million
-22,849 Closed
0 $0
Q1 2021

Apr 27, 2021
BUY
$117.69 - $119.61 $2.12 Million - $2.15 Million
17,985 Added 369.76%
22,849 $2.69 Million
Q4 2020

Feb 01, 2021
SELL
$119.34 - $121.14 $2.95 Million - $2.99 Million
-24,699 Reduced 83.55%
4,864 $581,000
Q3 2020

Nov 06, 2020
BUY
$120.69 - $121.83 $2.9 Million - $2.93 Million
24,016 Added 432.95%
29,563 $3.58 Million
Q2 2020

Aug 05, 2020
BUY
$119.96 - $121.18 $158,947 - $160,563
1,325 Added 31.38%
5,547 $672,000
Q1 2020

May 07, 2020
SELL
$115.78 - $121.78 $276,482 - $290,810
-2,388 Reduced 36.13%
4,222 $509,000
Q4 2019

Jan 15, 2020
SELL
$115.39 - $117.04 $68,080 - $69,053
-590 Reduced 8.19%
6,610 $764,000
Q3 2019

Nov 05, 2019
BUY
$115.49 - $116.57 $424,887 - $428,861
3,679 Added 104.49%
7,200 $839,000
Q2 2019

Jul 22, 2019
BUY
N/A
3,521 New
3,521 $406,000

Others Institutions Holding AGZ

# of Institutions
152
Shares Held
4.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
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