True Private Wealth Advisors Ishares Agency Bond ETF Transaction History

True Private Wealth Advisors

$788 Million
Q1 2025

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 404,949 shares of AGZ stock, worth $44.2 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares

404,949

Previous 744,353 45.6%

Holding current value

$44.2 Million

Previous $80.4 Million 44.85%

% of portfolio

5.63%

Previous 10.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$107.46 - $109.48 $36.5 Million - $37.2 Million	-339,404 Reduced 45.6%	404,949 $44.3 Million
Q4 2024 Feb 13, 2025	SELL	$107.68 - $110.37 $789,940 - $809,674	-7,336 Reduced 0.98%	744,353 $80.4 Million
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

# of Institutions

156

Shares Held

4.68M

Call Options Held

Put Options Held

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About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

More about AGZ

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True Private Wealth Advisors Ishares Agency Bond ETF Transaction History