Creative Planning Ishares Agency Bond ETF Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Creative Planning holds 2,114 shares of AGZ stock, worth $228,925. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,114

Holding current value

$228,925

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$107.68 - $110.37 $227,635 - $233,322	2,114 New	2,114 $228,000

Others Institutions Holding AGZ

# of Institutions

164

Shares Held

5.27M

Call Options Held

Put Options Held

True Private Wealth Advisors

744K
Shares

$80.6 Million
10.31% of portfolio
High Tower Advisors, LLC Chicago, IL

363K
Shares

$39.3 Million
0.05% of portfolio
Stifel Financial Corp St. Louis, MO

359K
Shares

$38.9 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

230K
Shares

$24.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

View Full List

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

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