Latest Institutional Sells of Ishares Agency Bond ETF (AGZ)
This list provides information on the latest institutional transactions involving Ishares Agency Bond ETF (AGZ) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 85.33% |
$6.89K - $7.06K
|
11
$1.21K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 3.9% |
$4.31K - $4.41K
|
986
$108K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25- 4.31% |
$2.69K - $2.76K
|
555
$61K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-915- 33.39% |
$98.2K - $101K
|
1.83K
$201K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-799- 99.75% |
$85.8K - $88.5K
|
2
$220
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-300- 12.62% |
$32.2K - $33.2K
|
2.08K
$228K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-284- 11.9% |
$30.5K - $31.5K
|
2.1K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-238- 11.11% |
$25.5K - $26.4K
|
1.9K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 3.35% |
$10.7K - $11.1K
|
2.89K
$317K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-49- 54.44% |
$5.26K - $5.43K
|
41
$4.51K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.79% |
$537 - $554
|
624
$68.6K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-97.2K- 62.52% |
$10.3M - $10.5M
|
58.3K
$6.4M
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.44KClosed |
$579K - $588K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.04K- 27.96% |
$111K - $112K
|
2.68K
$295K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-625- 19.08% |
$66.6K - $67.6K
|
2.65K
$291K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-224- 99.56% |
$23.9K - $24.2K
|
1
$110
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-35K- 88.81% |
$3.76M - $3.8M
|
4.41K
$484K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.07K- 41.41% |
$437K - $443K
|
5.76K
$633K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-916- 28.46% |
$98.4K - $99.6K
|
2.3K
$253K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-674- 14.04% |
$72.4K - $73.3K
|
4.13K
$453K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-570- 19.14% |
$61.2K - $62K
|
2.41K
$265K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-106- 3.19% |
$11.4K - $11.5K
|
3.22K
$354K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-97- 2.72% |
$10.4K - $10.5K
|
3.47K
$382K
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 18.18% |
$2.15K - $2.18K
|
90
$9.89K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.22K- 96.04% |
$338K - $350K
|
133
$14.6K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.33K- 5.93% |
$244K - $253K
|
36.9K
$4.06M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-533- 86.11% |
$55.9K - $57.9K
|
86
$9.45K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 8.33% |
$26.3K - $27.2K
|
2.76K
$304K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-210- 67.96% |
$22K - $22.8K
|
99
$10.9K
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-163- 7.94% |
$17.1K - $17.7K
|
1.89K
$208K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-79- 94.05% |
$8.28K - $8.58K
|
5
$550
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 13.22% |
$7.23K - $7.49K
|
453
$49.8K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30- 14.29% |
$3.14K - $3.26K
|
180
$19.8K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.15% |
$1.15K - $1.19K
|
7.55K
$830K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.27% |
$314 - $326
|
1.12K
$123K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.5K- 99.64% |
$582K - $590K
|
20
$2.2K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.14K- 59.79% |
$332K - $337K
|
2.11K
$232K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.89K- 35.05% |
$200K - $203K
|
3.5K
$385K
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.89K- 36.99% |
$199K - $203K
|
3.21K
$353K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-250- 25.0% |
$26.4K - $26.8K
|
750
$82.4K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.59KClosed |
$384K - $391K
|
0
$0
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.5K- 54.7% |
$267K - $272K
|
2.07K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-968- 17.99% |
$103K - $105K
|
4.41K
$485K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-214- 1.36% |
$22.9K - $23.3K
|
15.6K
$1.71M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-139- 5.84% |
$14.9K - $15.1K
|
2.24K
$246K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.06K- 26.66% |
$112K - $116K
|
2.92K
$321K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-668- 81.66% |
$70.7K - $72.7K
|
150
$16.5K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-150- 33.33% |
$15.9K - $16.3K
|
300
$33K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-43- 8.88% |
$4.55K - $4.68K
|
441
$48.5K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-40- 3.41% |
$4.23K - $4.35K
|
1.13K
$125K
|