Nwam LLC Ishares Agency Bond ETF Transaction History

Nwam LLC

$1.6 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$117.17 - $118.58 $270,897 - $274,156	-2,312 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$118.21 - $119.37 $14,421 - $14,563	122 Added 5.57%	2,312 $274,000
Q2 2021 Aug 04, 2021	BUY	$117.83 - $118.68 $258,047 - $259,909	2,190 New	2,190 $259,000

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
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