H&H Retirement Design & Management Inc Ishares Agency Bond ETF Transaction History

H&H Retirement Design & Management Inc

$169 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 11, 2022	SELL	$112.17 - $116.88 $702,296 - $731,785	-6,261 Closed	0 $0
Q4 2021 Feb 28, 2022	SELL	$117.17 - $118.58 $684,507 - $692,744	-5,842 Reduced 48.27%	6,261 $716,000
Q3 2021 Oct 12, 2021	SELL	$118.21 - $119.37 $22,341 - $22,560	-189 Reduced 1.54%	12,103 $0
Q2 2021 Jul 22, 2021	SELL	$117.83 - $118.68 $18,145 - $18,276	-154 Reduced 1.24%	12,292 $1.46 Million
Q1 2021 Apr 23, 2021	SELL	$117.69 - $119.61 $142,169 - $144,488	-1,208 Reduced 8.85%	12,446 $1.47 Million
Q3 2020 Dec 01, 2020	SELL	$120.69 - $121.83 $3.74 Million - $3.78 Million	-31,028 Reduced 69.44%	13,654 $1.65 Million
Q2 2020 Jul 17, 2020	SELL	$119.96 - $121.18 $15,954 - $16,116	-133 Reduced 0.3%	44,682 $5.41 Million
Q1 2020 May 14, 2020	BUY	$115.78 - $121.78 $5.19 Million - $5.46 Million	44,815 New	44,815 $5.4 Million

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

$81.3 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$33.9 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

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