Detalus Advisors, LLC Ishares Agency Bond ETF Transaction History

Detalus Advisors, LLC

$301 Million
Q1 2025

A detailed history of Detalus Advisors, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Detalus Advisors, LLC holds 2,038 shares of AGZ stock, worth $222,651. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,038

Holding current value

$222,651

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$107.46 - $109.48 $219,003 - $223,120	2,038 New	2,038 $223,000

Others Institutions Holding AGZ

# of Institutions

156

Shares Held

4.68M

Call Options Held

Put Options Held

True Private Wealth Advisors

405K
Shares

$44.2 Million
5.63% of portfolio
High Tower Advisors, LLC Chicago, IL

390K
Shares

$42.6 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

373K
Shares

$40.8 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$31.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.5 Million
0.01% of portfolio

View Full List

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

More about AGZ

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