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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-437KClosed |
$52.8M - $53.3M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.19KClosed |
$264K - $267K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.61KClosed |
$556K - $561K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-59Closed |
$7.12K - $7.19K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-131Closed |
$15.8K - $16K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-103Closed |
$12.4K - $12.5K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-18.3KClosed |
$2.21M - $2.23M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
SELL
|
- |
-5.99KClosed |
$723K - $730K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-40Closed |
$4.83K - $4.87K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
314+ 18.97% |
$37.7K - $38.1K
|
1.97K
$213K
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5KClosed |
$600K - $606K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-139Closed |
$16.7K - $16.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.5KClosed |
$1.73M - $1.75M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.03KClosed |
$244K - $246K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.29KClosed |
$754K - $762K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.87KClosed |
$224K - $226K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-610Closed |
$73.2K - $73.9K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-384Closed |
$46.1K - $46.5K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-384Closed |
$46.1K - $46.5K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
SELL
|
- |
-14.9KClosed |
$1.79M - $1.8M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-37.6KClosed |
$4.51M - $4.56M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$2.47M - $2.59M
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20Closed |
$2.32K - $2.44K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.85KClosed |
$330K - $348K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-480KClosed |
$55.6M - $58.4M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.03KClosed |
$351K - $369K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.87KClosed |
$332K - $350K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.02KClosed |
$234K - $246K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.81KClosed |
$209K - $220K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.04KClosed |
$237K - $249K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-34Closed |
$3.94K - $4.14K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-90Closed |
$10.4K - $11K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
SELL
|
- |
-2.44KClosed |
$282K - $286K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.61KClosed |
$532K - $540K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-585Closed |
$67.5K - $68.5K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-23Closed |
$2.65K - $2.69K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6KClosed |
$692K - $702K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28Closed |
$3.23K - $3.28K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-24Closed |
$2.77K - $2.8K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-3.68KClosed |
$425K - $429K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17Closed |
$1.96K - $1.98K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-999Closed |
$115K - $116K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-618Closed |
$71.4K - $72K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-443Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-350Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-122KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2024
Q4 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|