West Michigan Advisors, LLC Ishares Agency Bond ETF Transaction History

West Michigan Advisors, LLC

$300 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	SELL	$106.85 - $108.86 $14,852 - $15,131	-139 Reduced 5.84%	2,242 $239,000
Q1 2023 Apr 21, 2023	BUY	$105.78 - $108.76 $251,862 - $258,957	2,381 New	2,381 $257,000

Others Institutions Holding AGZ

# of Institutions

149

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.4 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.1 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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