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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.62K+ 10.19% |
$174K - $177K
|
17.5K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 6.85% |
$1.11M - $1.13M
|
140K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
299+ 13.83% |
$32.1K - $32.7K
|
2.46K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.76K+ 2.31% |
$189K - $193K
|
78K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
795+ 41.69% |
$85.4K - $87K
|
2.7K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
57.9K+ 25.18% |
$6.23M - $6.34M
|
288K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
332+ 0.41% |
$35.7K - $36.3K
|
82.2K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.08K+ 1.33% |
$223K - $227K
|
158K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 4.0% |
$1.54M - $1.57M
|
373K
$40.9M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
2.06K+ 32.88% |
$221K - $225K
|
8.32K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.35K- 30.26% |
$359K - $366K
|
7.71K
$844K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24New |
$2.58K - $2.63K
|
24
$2.63K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-31.4K- 75.78% |
$3.37M - $3.43M
|
10K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 35.0% |
$3.76K - $3.83K
|
65
$7.11K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 7.34% |
$2.86M - $2.92M
|
390K
$42.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 90.0% |
$967 - $985
|
1
$109
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-429- 1.76% |
$46.1K - $47K
|
23.9K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
9.58K+ 71.26% |
$1.03M - $1.05M
|
23K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-419- 10.84% |
$45K - $45.9K
|
3.45K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
638+ 14.03% |
$68.6K - $69.8K
|
5.19K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-526- 1.56% |
$56.5K - $57.6K
|
33.2K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21KNew |
$238K - $242K
|
2.21K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
63+ 0.84% |
$6.77K - $6.9K
|
7.6K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 54.18% |
$1.58M - $1.61M
|
41.9K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.14KNew |
$445K - $453K
|
4.14K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-599- 84.49% |
$64.4K - $65.6K
|
110
$12K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-390- 2.1% |
$41.9K - $42.7K
|
18.2K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.27K- 10.18% |
$351K - $358K
|
28.9K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.15K- 95.31% |
$445K - $454K
|
204
$22.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.6K+ 14.8% |
$172K - $175K
|
12.4K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
158+ 22.35% |
$17K - $17.3K
|
865
$94.7K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92K+ 94.3% |
$422K - $429K
|
8.08K
$885K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
125KNew |
$13.4M - $13.7M
|
125K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-526- 3.56% |
$56.5K - $57.6K
|
14.3K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-32- 1.38% |
$3.44K - $3.5K
|
2.29K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2New |
$215 - $219
|
2
$219
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
67+ 101.52% |
$7.2K - $7.34K
|
133
$14.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 50.0% |
$107 - $109
|
1
$109
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 8.63% |
$1.15M - $1.17M
|
135K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-88- 3.54% |
$9.46K - $9.63K
|
2.4K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.68K+ 15.99% |
$396K - $403K
|
26.7K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-462- 8.2% |
$49.6K - $50.6K
|
5.17K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-160- 1.44% |
$17.2K - $17.5K
|
11K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-48- 1.23% |
$5.16K - $5.26K
|
3.86K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-788- 0.81% |
$84.7K - $86.3K
|
96.6K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
27+ 16.36% |
$2.9K - $2.96K
|
192
$21K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-140K- 88.18% |
$15.1M - $15.4M
|
18.8K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.67K+ 1.55% |
$179K - $183K
|
109K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.1K+ 32.48% |
$333K - $339K
|
12.6K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39+ 0.8% |
$4.19K - $4.27K
|
4.89K
$535K
|