Latest Institutional Purchases of Ishares Agency Bond ETF (AGZ)
This list provides information on the latest institutional transactions involving Ishares Agency Bond ETF (AGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
2+ 0.37% |
$215 - $222
|
548
$59.4K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$107 - $111
|
1
$108
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.8KNew |
$2.64M - $2.68M
|
24.8K
$2.69M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
11.5KNew |
$1.22M - $1.24M
|
11.5K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.51K+ 53.52% |
$160K - $163K
|
4.32K
$468K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$106K - $108K
|
1K
$108K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 21.58% |
$52.9K - $53.7K
|
2.8K
$303K
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
165New |
$17.6K - $17.8K
|
165
$17.9K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
139+ 3.59% |
$14.8K - $15K
|
4.01K
$435K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$1.6K - $1.62K
|
15
$1.63K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$1.06K - $1.08K
|
10
$1.08K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.06% |
$213 - $216
|
191
$20.7K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.22% |
$106 - $108
|
46
$4.98K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.41K+ 151.9% |
$796K - $806K
|
12.3K
$1.33M
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.34K+ 15.56% |
$573K - $580K
|
39.6K
$4.29M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.25KNew |
$242K - $245K
|
2.25K
$244K
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.01KNew |
$108K - $110K
|
1.01K
$109K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
580New |
$62.3K - $63.1K
|
580
$62.8K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
533New |
$57.2K - $58K
|
533
$57.7K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
418New |
$44.9K - $45.5K
|
418
$45.3K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
284+ 2.92% |
$30.5K - $30.9K
|
10K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85New |
$9.13K - $9.24K
|
85
$9.21K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 253.33% |
$8.16K - $8.27K
|
106
$11.5K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.88% |
$4.3K - $4.35K
|
4.61K
$499K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15KNew |
$1.57M - $1.63M
|
15K
$1.63M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.9KNew |
$1.15M - $1.19M
|
10.9K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.83KNew |
$716K - $742K
|
6.83K
$740K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.41KNew |
$567K - $587K
|
5.41K
$586K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$303K - $314K
|
2.9K
$314K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
364+ 8.69% |
$38.1K - $39.5K
|
4.55K
$493K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300New |
$31.4K - $32.6K
|
300
$32.5K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
208New |
$21.8K - $22.6K
|
208
$22.5K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$21K - $21.7K
|
200
$21.7K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
155New |
$16.2K - $16.8K
|
155
$16.8K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
135+ 5.39% |
$14.1K - $14.7K
|
2.64K
$286K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103New |
$10.8K - $11.2K
|
103
$11.2K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53New |
$5.55K - $5.75K
|
53
$5.74K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$105 - $109
|
30
$3.25K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
203KNew |
$21.5M - $21.8M
|
203K
$22M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
87.5KNew |
$9.25M - $9.39M
|
87.5K
$9.47M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.5KNew |
$1.33M - $1.35M
|
12.5K
$1.36M
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
3.04KNew |
$321K - $326K
|
3.04K
$329K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
3KNew |
$317K - $322K
|
3K
$325K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27K+ 225.17% |
$240K - $244K
|
3.28K
$355K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
595+ 9.64% |
$62.9K - $63.9K
|
6.76K
$733K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
498New |
$52.6K - $53.4K
|
498
$54K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
382New |
$40.4K - $41K
|
382
$41.4K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
135New |
$14.3K - $14.5K
|
135
$14.6K
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
47+ 1.3% |
$4.97K - $5.04K
|
3.67K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$740 - $751
|
7
$758
|