One Wealth Advisors, LLC Ishares Agency Bond ETF Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$117.17 - $118.58 $222,271 - $224,946	-1,897 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$118.21 - $119.37 $224,244 - $226,444	1,897 New	1,897 $225,000

Others Institutions Holding AGZ

# of Institutions

149

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.6 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.2 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

$22.9 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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