Ironwood Financial, LLC Ishares Agency Bond ETF Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$117.17 - $118.58 $1,288 - $1,304	-11 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$117.83 - $118.68 $471 - $474	4 Added 57.14%	11 $1,000
Q2 2020 Jul 28, 2020	BUY	$119.96 - $121.18 $839 - $848	7 New	7 $1,000

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

$81.3 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

Ticker AGZ
Sector ETFs
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