Total Clarity Wealth Management, Inc. Ishares Agency Bond ETF Transaction History

Total Clarity Wealth Management, Inc.

$296 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$105.99 - $111.22 $28,617 - $30,029	-270 Reduced 4.53%	5,694 $606,000
Q2 2022 Jul 29, 2022	SELL	$107.21 - $111.93 $1.13 Million - $1.18 Million	-10,581 Reduced 63.95%	5,964 $656,000
Q1 2022 Apr 29, 2022	SELL	$112.17 - $116.88 $79,528 - $82,867	-709 Reduced 4.11%	16,545 $1.86 Million
Q4 2021 Feb 03, 2022	SELL	$117.17 - $118.58 $262,577 - $265,737	-2,241 Reduced 11.5%	17,254 $2.02 Million
Q3 2021 Oct 21, 2021	BUY	$118.21 - $119.37 $92,440 - $93,347	782 Added 4.18%	19,495 $2.31 Million
Q2 2021 Jul 26, 2021	SELL	$117.83 - $118.68 $104,868 - $105,625	-890 Reduced 4.54%	18,713 $2.22 Million
Q1 2021 May 05, 2021	SELL	$117.69 - $119.61 $148,524 - $150,947	-1,262 Reduced 6.05%	19,603 $2.31 Million
Q4 2020 Jan 20, 2021	BUY	$119.34 - $121.14 $288,086 - $292,431	2,414 Added 13.08%	20,865 $2.5 Million
Q3 2020 Nov 17, 2020	BUY	$120.69 - $121.83 $404,311 - $408,130	3,350 Added 22.18%	18,451 $2.23 Million
Q2 2020 Jul 15, 2020	SELL	$119.96 - $121.18 $57,700 - $58,287	-481 Reduced 3.09%	15,101 $1.83 Million
Q1 2020 Apr 24, 2020	BUY	$115.78 - $121.78 $137,778 - $144,918	1,190 Added 8.27%	15,582 $1.88 Million
Q4 2019 Feb 27, 2020	BUY	$115.39 - $117.04 $1.66 Million - $1.68 Million	14,392 New	14,392 $1.66 Million

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
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