Wealthsource Partners, LLC Ishares Agency Bond ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,945 shares of AGZ stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,945
Holding current value
$1.19 Million
% of portfolio
0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$104.8 - $108.56 $1.15 Million - $1.19 Million
10,945 New
10,945 $1.19 Million
Q2 2023

Aug 14, 2023
SELL
$106.85 - $108.86 $1,282 - $1,306
-12 Reduced 0.42%
2,827 $302,000
Q1 2023

May 15, 2023
SELL
$105.78 - $108.76 $272,277 - $279,948
-2,574 Reduced 47.55%
2,839 $307,000
Q4 2022

Feb 09, 2023
BUY
$105.25 - $107.58 $266,282 - $272,177
2,530 Added 87.76%
5,413 $576,000
Q3 2022

Nov 14, 2022
SELL
N/A
-4,405 Reduced 60.44%
2,883 $307,000
Q2 2022

Aug 10, 2022
BUY
N/A
3,635 Added 99.51%
7,288 $802,000
Q1 2022

May 09, 2022
BUY
N/A
1,385 Added 61.07%
3,653 $410,000
Q4 2021

Feb 14, 2022
SELL
N/A
-11,198 Reduced 83.16%
2,268 $266,000
Q3 2021

Nov 18, 2021
BUY
N/A
959 Added 7.67%
13,466 $1.6 Million
Q2 2021

Nov 18, 2021
SELL
N/A
-3,602 Reduced 22.36%
12,507 $1.48 Million
Q1 2021

Jun 21, 2021
BUY
N/A
5,460 Added 51.27%
16,109 $1.9 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-102 Reduced 0.95%
10,649 $1.27 Million
Q3 2020

Nov 16, 2020
BUY
N/A
2,189 Added 25.57%
10,751 $0
Q2 2020

Aug 17, 2020
BUY
N/A
6,192 Added 261.27%
8,562 $1.04 Million
Q1 2020

May 12, 2020
BUY
N/A
2,370 New
2,370 $286,000
Q4 2019

Feb 12, 2020
SELL
N/A
-9,614 Closed
0 $0
Q3 2019

Nov 15, 2019
BUY
N/A
5,409 Added 128.63%
9,614 $1.12 Million
Q2 2019

Aug 09, 2019
BUY
N/A
4,205 New
4,205 $485,000

Others Institutions Holding AGZ

# of Institutions
150
Shares Held
4.29M
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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