Wsfs Capital Management, LLC Ishares Agency Bond ETF Transaction History

Wsfs Capital Management, LLC

$1.83 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$104.8 - $108.56 $17,082 - $17,695	-163 Reduced 7.94%	1,891 $205,000
Q3 2023 Nov 07, 2023	BUY	$105.72 - $107.32 $217,148 - $220,435	2,054 New	2,054 $217,000

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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