Cerity Partners LLC Ishares Agency Bond ETF Transaction History

Cerity Partners LLC

$55.1 Billion
Q2 2025

A detailed history of Cerity Partners LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Cerity Partners LLC holds 12,813 shares of AGZ stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,813

Holding current value

$1.4 Million

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$108.32 - $109.92 $1.39 Million - $1.41 Million	12,813 New	12,813 $1.41 Million
Q3 2024 Nov 12, 2024	BUY	$107.35 - $110.79 $27,159 - $28,029	253 Added 2.23%	11,580 $1.28 Million
Q2 2024 Aug 13, 2024	SELL	$106.48 - $108.13 $6,175 - $6,271	-58 Reduced 0.51%	11,327 $1.22 Million
Q1 2024 May 14, 2024	BUY	$107.41 - $108.76 $120,621 - $122,137	1,123 Added 10.94%	11,385 $1.23 Million
Q4 2023 Jan 26, 2024	SELL	$104.8 - $108.56 $125,550 - $130,054	-1,198 Reduced 10.45%	10,262 $1.11 Million
Q3 2023 Nov 13, 2023	SELL	$105.72 - $107.32 $3,383 - $3,434	-32 Reduced 0.28%	11,460 $1.21 Million
Q2 2023 Aug 14, 2023	SELL	$106.85 - $108.86 $42,846 - $43,652	-401 Reduced 3.37%	11,492 $1.23 Million
Q1 2023 May 11, 2023	BUY	$105.78 - $108.76 $15,549 - $15,987	147 Added 1.25%	11,893 $1.29 Million
Q4 2022 Feb 15, 2023	BUY	$105.07 - $107.58 $1.23 Million - $1.26 Million	11,746 New	11,746 $1.25 Million

Others Institutions Holding AGZ

# of Institutions

155

Shares Held

4.41M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

402K
Shares

$44 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

370K
Shares

$40.5 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

289K
Shares

$31.6 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

195K
Shares

$21.3 Million
3.56% of portfolio
Syon Capital LLC San Francisco, CA

188K
Shares

$20.6 Million
1.36% of portfolio

View Full List

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

More about AGZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Account