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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-397- 47.43% |
$42.1K - $44.2K
|
440
$47.7K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-270- 4.53% |
$28.6K - $30K
|
5.69K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 4.85% |
$530 - $556
|
98
$10.6K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-267KClosed |
$28.6M - $29.8M
|
0
$0
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-15.3KClosed |
$1.64M - $1.71M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.12KClosed |
$549K - $574K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-4.88KClosed |
$523K - $546K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.75KClosed |
$402K - $420K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-3.7KClosed |
$397K - $414K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.02KClosed |
$324K - $338K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.13KClosed |
$228K - $238K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.03KClosed |
$218K - $228K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.02KClosed |
$216K - $226K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-438Closed |
$47K - $49K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-433Closed |
$46.4K - $48.5K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-430- 37.52% |
$46.1K - $48.1K
|
716
$77.6K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-138Closed |
$14.8K - $15.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.7K - $11.2K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-91Closed |
$9.76K - $10.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-76- 3.19% |
$8.15K - $8.51K
|
2.31K
$250K
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-35- 1.88% |
$3.75K - $3.92K
|
1.82K
$198K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.61K - $1.68K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9Closed |
$965 - $1.01K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 83.33% |
$536 - $560
|
1
$108
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-57.4KClosed |
$6.44M - $6.71M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.3KClosed |
$1.27M - $1.32M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.74KClosed |
$868K - $904K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.26KClosed |
$702K - $732K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.73KClosed |
$419K - $436K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.3KClosed |
$258K - $269K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77KClosed |
$198K - $206K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.74KClosed |
$195K - $204K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-734Closed |
$82.3K - $85.8K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-341Closed |
$38.2K - $39.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-340Closed |
$38.1K - $39.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200- 11.17% |
$22.4K - $23.4K
|
1.59K
$172K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21- 1.54% |
$2.36K - $2.45K
|
1.35K
$146K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.91% |
$1.12K - $1.17K
|
1.09K
$118K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-29.6KClosed |
$3.47M - $3.51M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-13.5KClosed |
$1.59M - $1.61M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.1KClosed |
$1.3M - $1.31M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.83KClosed |
$331K - $335K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54KClosed |
$298K - $302K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.31KClosed |
$271K - $274K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.9KClosed |
$222K - $225K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$216K - $219K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-80Closed |
$9.37K - $9.49K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-16- 0.82% |
$1.87K - $1.9K
|
1.93K
$209K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-11Closed |
$1.29K - $1.3K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-229KClosed |
$27.1M - $27.4M
|
0
$0
|