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 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-604- 4.59% |
$67.8K - $70.6K
|
12.5K
$1.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-641- 99.07% |
$71.9K - $74.9K
|
6
$649
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-709- 4.11% |
$79.5K - $82.9K
|
16.5K
$1.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-731- 23.47% |
$82K - $85.4K
|
2.38K
$258K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-734Closed |
$82.3K - $85.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-831- 10.46% |
$93.2K - $97.1K
|
7.12K
$769K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-853- 69.12% |
$95.7K - $99.7K
|
381
$41.2K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-910- 0.39% |
$102K - $106K
|
235K
$25.4M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-919- 9.56% |
$103K - $107K
|
8.69K
$940K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-921- 30.24% |
$103K - $108K
|
2.13K
$230K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1K- 24.31% |
$112K - $117K
|
3.12K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.06K- 17.87% |
$119K - $124K
|
4.88K
$528K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.2K- 44.97% |
$135K - $140K
|
1.47K
$159K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.74KClosed |
$195K - $204K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77KClosed |
$198K - $206K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 52.11% |
$211K - $220K
|
1.73K
$187K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.95K- 8.89% |
$218K - $227K
|
19.9K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.95K- 15.49% |
$219K - $228K
|
10.6K
$1.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.23KClosed |
$250K - $260K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.3KClosed |
$258K - $269K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.42K- 44.45% |
$271K - $283K
|
3.02K
$327K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.49KClosed |
$279K - $290K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.81K- 80.27% |
$315K - $329K
|
691
$74.7K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.41KClosed |
$382K - $398K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 22.08% |
$392K - $408K
|
12.3K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.73K- 26.5% |
$418K - $436K
|
10.3K
$1.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.73KClosed |
$419K - $436K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.35K- 4.6% |
$488K - $509K
|
90.3K
$9.76M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.07KClosed |
$568K - $592K
|
0
$0
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.52K- 32.13% |
$619K - $645K
|
11.7K
$1.26M
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.26KClosed |
$702K - $732K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.18K- 23.03% |
$805K - $839K
|
24K
$2.59M
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.74KClosed |
$868K - $904K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9K- 24.43% |
$1.01M - $1.05M
|
27.8K
$3.01M
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7KClosed |
$1.65M - $1.72M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.2K- 4.76% |
$1.82M - $1.89M
|
324K
$35.1M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.7KClosed |
$1.88M - $1.96M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.9KClosed |
$2.01M - $2.09M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.3K- 68.78% |
$2.62M - $2.73M
|
10.6K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.2K- 56.97% |
$4.29M - $4.47M
|
28.9K
$3.12M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 35.1% |
$4.57M - $4.77M
|
75.4K
$8.15M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.6K- 23.64% |
$4.89M - $5.09M
|
141K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-57.4KClosed |
$6.44M - $6.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.4K- 51.28% |
$9.47M - $9.87M
|
80.2K
$8.67M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-442K- 98.8% |
$49.6M - $51.7M
|
5.37K
$580K
|