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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
9.8K+ 56.42% |
$1.05M - $1.07M
|
27.2K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.39KNew |
$362K - $369K
|
3.39K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92KNew |
$205K - $209K
|
1.92K
$208K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
475New |
$50.8K - $51.7K
|
475
$51.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
400New |
$42.7K - $43.5K
|
400
$43.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
148New |
$15.8K - $16.1K
|
148
$16K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$3.31K - $3.37K
|
31
$3.36K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
29+ 0.52% |
$3.1K - $3.16K
|
5.57K
$603K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
11New |
$1.18K - $1.2K
|
11
$1.19K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4+ 6.78% |
$427 - $435
|
63
$6.83K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.13% |
$321 - $327
|
2.35K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.9KNew |
$4M - $4.12M
|
37.9K
$4.1M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.02KNew |
$319K - $328K
|
3.02K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$295K - $303K
|
2.79K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.34KNew |
$248K - $255K
|
2.34K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
188New |
$19.9K - $20.4K
|
188
$20.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$6.14K - $6.31K
|
58
$6.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.63K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10+ 0.16% |
$1.06K - $1.09K
|
6.28K
$680K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.55KNew |
$478K - $489K
|
4.55K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$431K - $441K
|
4.1K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.89K+ 95.91% |
$303K - $310K
|
5.89K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.27KNew |
$238K - $244K
|
2.27K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2KNew |
$210K - $215K
|
2K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
652New |
$68.5K - $70.1K
|
652
$70.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
255New |
$26.8K - $27.4K
|
255
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61New |
$6.41K - $6.56K
|
61
$6.61K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6New |
$630 - $645
|
6
$650
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$105 - $108
|
1
$108
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$2.27M - $2.38M
|
21.4K
$2.32M
|
|
|
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
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.81KNew |
$298K - $313K
|
2.81K
$305K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
1.7KNew |
$180K - $189K
|
1.7K
$184K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.19KNew |
$126K - $133K
|
1.19K
$129K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
773+ 581.2% |
$81.9K - $86K
|
906
$98.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
300New |
$31.8K - $33.4K
|
300
$32.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140New |
$14.8K - $15.6K
|
140
$15.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
98New |
$10.4K - $10.9K
|
98
$10.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 196.67% |
$6.25K - $6.56K
|
89
$9.64K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4New |
$424 - $445
|
4
$433
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$212 - $222
|
2
$217
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$106 - $111
|
254
$27.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.17KNew |
$554K - $579K
|
5.17K
$560K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.68KNew |
$287K - $300K
|
2.68K
$290K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.96KNew |
$210K - $220K
|
1.96K
$213K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
857+ 115.5% |
$91.9K - $95.9K
|
1.6K
$173K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
368+ 3.33% |
$39.5K - $41.2K
|
11.4K
$1.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44New |
$4.72K - $4.92K
|
44
$4.77K
|
|