Bergan Kdv Wealth Management, LLC Ishares Agency Bond ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$120.69 - $121.83 $7,120 - $7,187	-59 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$119.96 - $121.18 $7,077 - $7,149	59 New	59 $7,000

Others Institutions Holding AGZ

# of Institutions

151

Shares Held

4.8M

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
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.8 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
Sector ETFs
Industry ETFs

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