Ci Private Wealth, LLC Ishares Agency Bond ETF Transaction History

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 1,825 shares of AGZ stock, worth $201,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,825
Previous 1,825 -0.0%
Holding current value
$201,899
Previous $200,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2025
BUY
$108.32 - $109.92 $197,684 - $200,604
1,825 New
1,825 $200,000
Q3 2024

Nov 12, 2024
SELL
$107.35 - $110.79 $98,225 - $101,372
-915 Reduced 33.39%
1,825 $201,000
Q2 2024

Aug 13, 2024
SELL
$106.48 - $108.13 $26,620 - $27,032
-250 Reduced 8.36%
2,740 $294,000
Q1 2024

May 09, 2024
SELL
$107.41 - $108.76 $4,940 - $5,002
-46 Reduced 1.52%
2,990 $323,000
Q4 2023

Feb 09, 2024
BUY
$104.8 - $108.56 $26,200 - $27,140
250 Added 8.97%
3,036 $329,000
Q3 2023

Nov 03, 2023
BUY
$105.72 - $107.32 $294,535 - $298,993
2,786 New
2,786 $294,000

Others Institutions Holding AGZ

# of Institutions
156
Shares Held
4.36M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email