United Asset Strategies, Inc. Ishares Agency Bond ETF Transaction History

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025

A detailed history of United Asset Strategies, Inc. transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 4,424 shares of AGZ stock, worth $482,702. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,424
Previous 6,861 35.52%
Holding current value
$482,702
Previous $740,000 34.59%
% of portfolio
0.05%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$107.46 - $109.48 $261,880 - $266,802
-2,437 Reduced 35.52%
4,424 $484,000
Q4 2024

Jan 22, 2025
SELL
$107.68 - $110.37 $431,689 - $442,473
-4,009 Reduced 36.88%
6,861 $740,000
Q3 2024

Oct 28, 2024
SELL
$107.35 - $110.79 $7,514 - $7,755
-70 Reduced 0.64%
10,870 $1.2 Million
Q2 2024

Aug 01, 2024
BUY
$106.48 - $108.13 $8,518 - $8,650
80 Added 0.74%
10,940 $1.18 Million
Q1 2024

Apr 23, 2024
BUY
$107.41 - $108.76 $43,071 - $43,612
401 Added 3.83%
10,860 $1.17 Million
Q4 2023

Jan 30, 2024
BUY
$104.8 - $108.56 $463,949 - $480,595
4,427 Added 73.39%
10,459 $1.13 Million
Q3 2023

Nov 07, 2023
SELL
$105.72 - $107.32 $11,523 - $11,697
-109 Reduced 1.77%
6,032 $638,000
Q2 2023

Jul 25, 2023
BUY
$106.85 - $108.86 $480,611 - $489,652
4,498 Added 273.77%
6,141 $656,000
Q1 2023

Jul 25, 2023
SELL
$105.78 - $108.76 $473,048 - $486,374
-4,472 Reduced 73.13%
1,643 $177,000
Q1 2023

Apr 25, 2023
SELL
$105.78 - $108.76 $105 - $108
-1 Reduced 0.02%
6,115 $661,000
Q4 2022

Jan 26, 2023
BUY
$105.07 - $107.58 $266,037 - $272,392
2,532 Added 70.65%
6,116 $0
Q3 2022

Oct 24, 2022
BUY
$105.99 - $111.22 $379,868 - $398,612
3,584 New
3,584 $382,000

Others Institutions Holding AGZ

# of Institutions
156
Shares Held
4.68M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
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