Purchases and Sales Made in Q1 2022 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES AGENCY BOND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
210+ 5.15% |
$23.6K - $24.5K
|
4.29K
$463K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
193+ 3.67% |
$21.6K - $22.6K
|
5.46K
$590K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
185+ 14.74% |
$20.8K - $21.6K
|
1.44K
$156K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
151+ 0.63% |
$16.9K - $17.6K
|
24.2K
$2.62M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
118+ 7.88% |
$13.2K - $13.8K
|
1.62K
$175K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
104New |
$11.7K - $12.2K
|
104
$11.2K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 1.04% |
$11.4K - $11.9K
|
9.89K
$1.07M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
91New |
$10.2K - $10.6K
|
91
$9.84K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
90New |
$10.1K - $10.5K
|
90
$9.73K
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
76+ 1.56% |
$8.52K - $8.88K
|
4.96K
$536K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
67+ 9.93% |
$7.52K - $7.83K
|
742
$80.2K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 25.0% |
$6.73K - $7.01K
|
300
$32.4K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 1.42% |
$6.17K - $6.43K
|
3.92K
$424K
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
53+ 0.21% |
$5.95K - $6.19K
|
25.9K
$2.8M
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
46+ 1.53% |
$5.16K - $5.38K
|
3.05K
$329K
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
41+ 2.26% |
$4.6K - $4.79K
|
1.86K
$201K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39+ 52.7% |
$4.37K - $4.56K
|
113
$12.2K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
27+ 0.39% |
$3.03K - $3.16K
|
6.92K
$748K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$973
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.15% |
$897 - $935
|
5.42K
$586K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$785 - $818
|
7
$757
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5New |
$561 - $584
|
5
$541
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$112 - $117
|
253
$27.4K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.31% |
$112 - $117
|
327
$35.4K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.45% |
$112 - $117
|
225
$24.3K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.91% |
$1.12K - $1.17K
|
1.09K
$118K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.48% |
$1.35K - $1.4K
|
2.47K
$267K
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-13- 0.06% |
$1.46K - $1.52K
|
20.9K
$2.26M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21- 1.54% |
$2.36K - $2.45K
|
1.35K
$145K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21- 1.54% |
$2.36K - $2.45K
|
1.35K
$145K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-22- 1.08% |
$2.47K - $2.57K
|
2.02K
$218K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26- 78.79% |
$2.92K - $3.04K
|
7
$757
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-50- 0.98% |
$5.61K - $5.84K
|
5.06K
$547K
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-51- 2.45% |
$5.72K - $5.96K
|
2.03K
$220K
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-82- 3.69% |
$9.2K - $9.58K
|
2.14K
$231K
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-83- 0.54% |
$9.31K - $9.7K
|
15.3K
$1.65M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110Closed |
$12.3K - $12.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-112- 3.27% |
$12.6K - $13.1K
|
3.31K
$358K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 16.46% |
$18.2K - $18.9K
|
822
$88.9K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-167- 12.94% |
$18.7K - $19.5K
|
1.12K
$122K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-181- 3.45% |
$20.3K - $21.2K
|
5.07K
$548K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200- 11.17% |
$22.4K - $23.4K
|
1.59K
$172K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 7.01% |
$22.4K - $23.4K
|
2.65K
$287K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-217Closed |
$24.3K - $25.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-257- 3.29% |
$28.8K - $30K
|
7.55K
$816K
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-318- 2.04% |
$35.7K - $37.2K
|
15.3K
$1.65M
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-329- 3.7% |
$36.9K - $38.5K
|
8.56K
$926K
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-340Closed |
$38.1K - $39.7K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-341Closed |
$38.2K - $39.9K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-551- 14.55% |
$61.8K - $64.4K
|
3.24K
$350K
|