Transform Wealth, LLC Ishares Agency Bond ETF Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 24, 2019	SELL	$115.49 - $116.57 $424,656 - $428,627	-3,677 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	3,677 New	3,677 $424,000

Others Institutions Holding AGZ

# of Institutions

163

Shares Held

5.08M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

744K
Shares

$81.6 Million
10.31% of portfolio
High Tower Advisors, LLC Chicago, IL

363K
Shares

$39.8 Million
0.05% of portfolio
Stifel Financial Corp St. Louis, MO

359K
Shares

$39.4 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

230K
Shares

$25.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.6 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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