A detailed history of True Private Wealth Advisors transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 751,689 shares of AGZ stock, worth $81.6 Million. This represents 10.39% of its overall portfolio holdings.

Number of Shares
751,689
Previous 352,426 113.29%
Holding current value
$81.6 Million
Previous $37.9 Million 118.8%
% of portfolio
10.39%
Previous 4.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$107.35 - $110.79 $42.9 Million - $44.2 Million
399,263 Added 113.29%
751,689 $83 Million
Q2 2024

Jul 16, 2024

BUY
$106.48 - $108.13 $2.43 Million - $2.47 Million
22,844 Added 6.93%
352,426 $37.9 Million
Q1 2024

Apr 25, 2024

SELL
$107.41 - $108.76 $1.09 Million - $1.11 Million
-10,178 Reduced 3.0%
329,582 $35.6 Million
Q4 2023

Jan 30, 2024

BUY
$104.8 - $108.56 $35.6 Million - $36.9 Million
339,760 New
339,760 $36.8 Million

Others Institutions Holding AGZ

About ISHARES AGENCY BOND ETF


  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.