Amj Financial Wealth Management Ishares Agency Bond ETF Transaction History

Amj Financial Wealth Management

$343 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$117.17 - $118.58 $1,874 - $1,897	-16 Reduced 0.82%	1,929 $226,000
Q2 2021 Aug 12, 2021	SELL	$117.83 - $118.68 $101,805 - $102,539	-864 Reduced 30.76%	1,945 $230,000
Q1 2021 May 07, 2021	SELL	$117.69 - $119.61 $993,068 - $1.01 Million	-8,438 Reduced 75.02%	2,809 $331,000
Q4 2020 Feb 09, 2021	SELL	$119.34 - $121.14 $5.05 Million - $5.13 Million	-42,346 Reduced 79.01%	11,247 $1.35 Million
Q3 2020 Oct 23, 2020	BUY	$120.69 - $121.83 $464,053 - $468,436	3,845 Added 7.73%	53,593 $6.49 Million
Q2 2020 Aug 05, 2020	SELL	$119.96 - $121.18 $2.1 Million - $2.12 Million	-17,483 Reduced 26.0%	49,748 $6.02 Million
Q1 2020 May 05, 2020	BUY	$115.78 - $121.78 $282,040 - $296,656	2,436 Added 3.76%	67,231 $8.11 Million
Q4 2019 Feb 10, 2020	BUY	$115.39 - $117.04 $7.48 Million - $7.58 Million	64,795 New	64,795 $7.49 Million

Others Institutions Holding AGZ

# of Institutions

149

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.6 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.2 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
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