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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.9KNew |
$4M - $4.12M
|
37.9K
$4.09M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.34KNew |
$248K - $255K
|
2.34K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.02KNew |
$319K - $328K
|
3.02K
$326K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$295K - $303K
|
2.79K
$301K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
188New |
$19.9K - $20.4K
|
188
$20.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$6.14K - $6.31K
|
58
$6.27K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.62K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-668- 81.66% |
$70.7K - $72.7K
|
150
$16.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-43- 8.88% |
$4.55K - $4.68K
|
441
$47.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10+ 0.16% |
$1.06K - $1.09K
|
6.28K
$679K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-150- 33.33% |
$15.9K - $16.3K
|
300
$32.4K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-171- 6.57% |
$18K - $18.4K
|
2.43K
$263K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6New |
$630 - $645
|
6
$649
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2KNew |
$210K - $215K
|
2K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
652New |
$68.5K - $70.1K
|
652
$70.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61New |
$6.41K - $6.56K
|
61
$6.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 87.79% |
$12.1K - $12.4K
|
16
$1.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.89K+ 95.91% |
$303K - $310K
|
5.89K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$431K - $441K
|
4.1K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.27KNew |
$238K - $244K
|
2.27K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$105 - $108
|
1
$108
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-121- 12.04% |
$12.7K - $13K
|
884
$95.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255New |
$26.8K - $27.4K
|
255
$27.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.55KNew |
$478K - $489K
|
4.55K
$492K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 1.99% |
$630 - $645
|
295
$31.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-10.3K- 23.91% |
$1.08M - $1.1M
|
32.7K
$3.53M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.19KNew |
$126K - $133K
|
1.19K
$129K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$14.8K - $15.6K
|
140
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 4.85% |
$530 - $556
|
98
$10.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.81KNew |
$298K - $313K
|
2.81K
$304K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-452- 3.68% |
$47.9K - $50.3K
|
11.8K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
773+ 581.2% |
$81.9K - $86K
|
906
$98K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
98New |
$10.4K - $10.9K
|
98
$10.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$2.27M - $2.38M
|
21.4K
$2.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$106 - $111
|
254
$27.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 96.88% |
$178K - $187K
|
54
$5.84K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-19.7K- 33.82% |
$2.09M - $2.19M
|
38.5K
$4.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-270- 4.53% |
$28.6K - $30K
|
5.69K
$616K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$212 - $222
|
2
$216
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
300New |
$31.8K - $33.4K
|
300
$32.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 196.67% |
$6.25K - $6.56K
|
89
$9.63K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$1.22M - $1.28M
|
11.5K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
11.4K+ 97.56% |
$1.21M - $1.27M
|
23K
$2.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
1.7KNew |
$180K - $189K
|
1.7K
$183K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.65KClosed |
$493K - $517K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-397- 47.43% |
$42.1K - $44.2K
|
440
$47.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4New |
$424 - $445
|
4
$433
|
|
| Q2 2022 | |||||||
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-15.3KClosed |
$1.64M - $1.71M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-430- 37.52% |
$46.1K - $48.1K
|
716
$77.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31New |
$3.32K - $3.47K
|
31
$3.35K
|
|