Garrett Investment Advisors LLC Ishares Agency Bond ETF Transaction History

Garrett Investment Advisors LLC

$924 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 20, 2021	SELL	$117.69 - $119.61 $310,819 - $315,890	-2,641 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$119.34 - $121.14 $315,176 - $319,930	2,641 New	2,641 $316,000

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

$81.4 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.1 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 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
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