Sequent Planning LLC Ishares Agency Bond ETF Transaction History

Sequent Planning LLC

$316 Billion
Q2 2025

A detailed history of Sequent Planning LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Sequent Planning LLC holds 2,881 shares of AGZ stock, worth $317,370. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,881

Holding current value

$317,370

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$108.32 - $109.92 $312,069 - $316,679	2,881 New	2,881 $316 Million

Others Institutions Holding AGZ

# of Institutions

155

Shares Held

4.41M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

402K
Shares

$44.3 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

370K
Shares

$40.7 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

289K
Shares

$31.8 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

195K
Shares

$21.5 Million
3.56% of portfolio
Syon Capital LLC San Francisco, CA

188K
Shares

$20.7 Million
1.36% of portfolio

View Full List

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

More about AGZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Account