Ima Wealth, Inc. Ishares Agency Bond ETF Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$106.85 - $108.86 $427 - $435	4 Added 6.78%	63 $6,000
Q4 2022 Feb 15, 2023	BUY	$105.07 - $107.58 $630 - $645	6 Added 11.32%	59 $6,000
Q4 2020 Feb 08, 2021	BUY	$119.34 - $121.14 $6,325 - $6,420	53 New	53 $6,000

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
Sector ETFs
Industry ETFs

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