Latest Institutional Transactions on Ishares Agency Bond ETF (AGZ)
This table provides information on the latest institutional transactions involving Ishares Agency Bond ETF (AGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.4K+ 16.02% |
$151K - $154K
|
10.1K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-80- 2.77% |
$8.61K - $8.83K
|
2.8K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-373- 8.94% |
$40.2K - $41.2K
|
3.8K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.39K- 49.24% |
$473K - $485K
|
4.53K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.33KNew |
$681K - $698K
|
6.33K
$685K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
19.5KNew |
$2.1M - $2.15M
|
19.5K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
37.9K+ 30.35% |
$4.09M - $4.19M
|
163K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.5K+ 10.65% |
$377K - $386K
|
36.3K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.14% |
$431 - $441
|
2.91K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-300- 2.63% |
$32.3K - $33.1K
|
11.1K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.01K+ 8.25% |
$109K - $111K
|
13.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.06K+ 3.88% |
$114K - $117K
|
28.4K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 2.22% |
$178K - $182K
|
72.7K
$7.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
102+ 18.61% |
$11K - $11.3K
|
650
$70.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
283+ 1.01% |
$30.5K - $31.2K
|
28.3K
$3.07M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.8K+ 241.39% |
$4.06M - $4.19M
|
53.5K
$5.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
350New |
$37.6K - $38.8K
|
350
$37.9K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.2KNew |
$451K - $465K
|
4.2K
$454K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
426+ 5.33% |
$45.7K - $47.2K
|
8.42K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.51K- 5.35% |
$484K - $500K
|
79.8K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.54KNew |
$810K - $835K
|
7.54K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 2.97% |
$1.09M - $1.12M
|
352K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.87K- 12.1% |
$415K - $428K
|
28.1K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.88KNew |
$631K - $651K
|
5.88K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 5.96% |
$1.89M - $1.96M
|
314K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 6.82% |
$13.2K - $13.6K
|
1.93K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.99K- 2.57% |
$214K - $221K
|
75.4K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 3.35% |
$10.7K - $11.1K
|
2.89K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.4K+ 10.15% |
$687K - $709K
|
69.4K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
399K+ 113.29% |
$42.9M - $44.2M
|
752K
$81.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
114+ 5.34% |
$12.2K - $12.6K
|
2.25K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.15KNew |
$767K - $792K
|
7.15K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.4K- 37.19% |
$2.83M - $2.92M
|
44.6K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
84.9KNew |
$9.12M - $9.41M
|
84.9K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14+ 0.58% |
$1.5K - $1.55K
|
2.42K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-238- 11.11% |
$25.5K - $26.4K
|
1.9K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.41KNew |
$258K - $267K
|
2.41K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-210- 5.83% |
$22.5K - $23.3K
|
3.39K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.9K+ 2.93% |
$526K - $542K
|
172K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
227New |
$24.4K - $25.1K
|
227
$24.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-311- 9.4% |
$33.4K - $34.5K
|
3K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-284- 11.9% |
$30.5K - $31.5K
|
2.1K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49- 2.37% |
$5.26K - $5.43K
|
2.02K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.55K- 6.49% |
$811K - $837K
|
109K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-426- 15.19% |
$45.7K - $47.2K
|
2.38K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-799- 99.75% |
$85.8K - $88.5K
|
2
$217
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.77K+ 14.29% |
$189K - $196K
|
14.1K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23+ 0.55% |
$2.47K - $2.55K
|
4.19K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 5.78% |
$914K - $943K
|
156K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.68K- 54.47% |
$503K - $519K
|
3.91K
$424K
|
|