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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.79% |
$537 - $554
|
624
$68.3K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
16New |
$1.7K - $1.73K
|
16
$1.75K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.44KClosed |
$579K - $588K
|
0
$0
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-625- 19.08% |
$66.6K - $67.6K
|
2.65K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-224- 99.56% |
$23.9K - $24.2K
|
1
$109
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 21.58% |
$52.9K - $53.7K
|
2.8K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.04K- 27.96% |
$111K - $112K
|
2.68K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-97.2K- 62.52% |
$10.3M - $10.5M
|
58.3K
$6.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.06% |
$213 - $216
|
191
$20.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$1.6K - $1.62K
|
15
$1.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$1.06K - $1.08K
|
10
$1.09K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 253.33% |
$8.16K - $8.27K
|
106
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-674- 14.04% |
$72.4K - $73.3K
|
4.13K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
418New |
$44.9K - $45.5K
|
418
$45.8K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
533New |
$57.2K - $58K
|
533
$58.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.07K- 41.41% |
$437K - $443K
|
5.76K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85New |
$9.13K - $9.24K
|
85
$9.3K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.88% |
$4.3K - $4.35K
|
4.61K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.01KNew |
$108K - $110K
|
1.01K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 18.18% |
$2.15K - $2.18K
|
90
$9.85K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-35K- 88.81% |
$3.76M - $3.8M
|
4.41K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.25KNew |
$242K - $245K
|
2.25K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-97- 2.72% |
$10.4K - $10.5K
|
3.47K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-106- 3.19% |
$11.4K - $11.5K
|
3.22K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
284+ 2.92% |
$30.5K - $30.9K
|
10K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-570- 19.14% |
$61.2K - $62K
|
2.41K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.41K+ 151.9% |
$796K - $806K
|
12.3K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-916- 28.46% |
$98.4K - $99.6K
|
2.3K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.34K+ 15.56% |
$573K - $580K
|
39.6K
$4.34M
|
|
| Q4 2023 | |||||||
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.41KNew |
$567K - $587K
|
5.41K
$592K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
208New |
$21.8K - $22.6K
|
208
$22.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 13.22% |
$7.23K - $7.49K
|
453
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$303K - $314K
|
2.9K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300New |
$31.4K - $32.6K
|
300
$32.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 8.33% |
$26.3K - $27.2K
|
2.76K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.15% |
$1.15K - $1.19K
|
7.55K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15KNew |
$1.57M - $1.63M
|
15K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103New |
$10.8K - $11.2K
|
103
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30- 14.29% |
$3.14K - $3.26K
|
180
$19.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$105 - $109
|
30
$3.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53New |
$5.55K - $5.75K
|
53
$5.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$21K - $21.7K
|
200
$21.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
364+ 8.69% |
$38.1K - $39.5K
|
4.55K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-533- 86.11% |
$55.9K - $57.9K
|
86
$9.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.33K- 5.93% |
$244K - $253K
|
36.9K
$4.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-163- 7.94% |
$17.1K - $17.7K
|
1.89K
$207K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.27% |
$314 - $326
|
1.12K
$123K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
135+ 5.39% |
$14.1K - $14.7K
|
2.64K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.22K- 96.04% |
$338K - $350K
|
133
$14.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-79- 94.05% |
$8.28K - $8.58K
|
5
$547
|
|