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 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-11Closed |
$1.29K - $1.3K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$216K - $219K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1New |
$117 - $119
|
1
$108
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-166Closed |
$19.6K - $19.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 44.25% |
$11.8K - $11.9K
|
126
$13.6K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-802Closed |
$94.8K - $95.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-229KClosed |
$27.1M - $27.4M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-651Closed |
$77K - $77.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.54KClosed |
$418K - $422K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3Closed |
$355 - $358
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-58Closed |
$6.86K - $6.92K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21Closed |
$2.48K - $2.51K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-19.6KClosed |
$2.32M - $2.34M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-125Closed |
$14.7K - $14.8K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.91KClosed |
$342K - $345K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.99KClosed |
$353K - $355K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-488Closed |
$57.5K - $57.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.6KClosed |
$424K - $427K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.28KClosed |
$622K - $627K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-307Closed |
$36.2K - $36.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5Closed |
$589 - $593
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
125+ 50.0% |
$14.7K - $14.8K
|
375
$40.6K
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$118 - $119
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-401Closed |
$47.2K - $47.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-104Closed |
$12.3K - $12.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-60Closed |
$7.07K - $7.12K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.36KClosed |
$514K - $518K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.06KClosed |
$243K - $245K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.8KClosed |
$2.69M - $2.71M
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.37KClosed |
$280K - $282K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-250- 1.07% |
$29.4K - $29.9K
|
23K
$2.49M
|
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.93KClosed |
$345K - $350K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-438Closed |
$51.5K - $52.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-304Closed |
$35.8K - $36.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
60New |
$7.06K - $7.18K
|
60
$6.49K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-48Closed |
$5.65K - $5.74K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.64KClosed |
$311K - $316K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-5Closed |
$588 - $598
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-904Closed |
$106K - $108K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
27New |
$3.22K - $3.27K
|
27
$2.92K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-784Closed |
$93.6K - $95K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.6KClosed |
$3.18M - $3.23M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.8KClosed |
$334K - $339K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.12KNew |
$253K - $256K
|
2.12K
$229K
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.84KClosed |
$1.17M - $1.19M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-977- 49.42% |
$117K - $118K
|
1K
$108K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
266New |
$31.7K - $32.2K
|
266
$28.8K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-24.9KClosed |
$2.97M - $3.02M
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
281New |
$33.5K - $34K
|
281
$30.4K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.96KClosed |
$599K - $604K
|
0
$0
|
|