Menard Financial Group LLC Ishares Agency Bond ETF Transaction History

Menard Financial Group LLC

$146 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$115.78 - $121.78 $330,436 - $347,560	-2,854 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$115.39 - $117.04 $329,323 - $334,032	2,854 New	2,854 $330,000

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

$81.9 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.3 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34.2 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$23 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.4 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
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