Purchases and Sales Made in Q1 2024 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q1 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.1K+ 192.96% |
$8.5M - $8.61M
|
120K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
78.5KNew |
$8.43M - $8.54M
|
78.5K
$8.52M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.4K+ 20.62% |
$4.99M - $5.05M
|
272K
$29.5M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
44.3KNew |
$4.76M - $4.82M
|
44.3K
$4.81M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.3K+ 32.74% |
$4.12M - $4.17M
|
155K
$16.9M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 14.09% |
$1.85M - $1.87M
|
139K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$1.74M - $1.76M
|
16.2K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.38K+ 2.92% |
$1.01M - $1.02M
|
331K
$35.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.01K+ 7.06% |
$967K - $979K
|
137K
$14.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.5K+ 16.25% |
$913K - $925K
|
60.8K
$6.6M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.82K+ 10.91% |
$840K - $850K
|
79.4K
$8.62M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.54K+ 6.92% |
$810K - $820K
|
117K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.41K+ 151.9% |
$796K - $806K
|
12.3K
$1.33M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.31K+ 240.77% |
$785K - $794K
|
10.3K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.2K+ 7.72% |
$665K - $674K
|
86.5K
$9.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.34K+ 15.56% |
$573K - $580K
|
39.6K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.73K+ 21.18% |
$508K - $515K
|
27.1K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.47K+ 11.47% |
$480K - $486K
|
43.5K
$4.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.28K+ 3.4% |
$352K - $357K
|
99.8K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.99KNew |
$322K - $326K
|
2.99K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.25KNew |
$242K - $245K
|
2.25K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.25K+ 80.75% |
$242K - $245K
|
5.04K
$547K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.06K+ 3.27% |
$222K - $224K
|
65.1K
$7.06M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.83K+ 19.6% |
$197K - $199K
|
11.2K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.71K+ 17.26% |
$184K - $186K
|
11.6K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.69K+ 32.89% |
$182K - $184K
|
6.84K
$742K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 41.52% |
$161K - $163K
|
5.1K
$553K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.41K+ 5.26% |
$151K - $153K
|
28.2K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.28K+ 10.92% |
$137K - $139K
|
13K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12K+ 10.94% |
$121K - $122K
|
11.4K
$1.24M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 26.13% |
$117K - $118K
|
5.25K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.01KNew |
$108K - $110K
|
1.01K
$109K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
930+ 49.36% |
$99.9K - $101K
|
2.81K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
912+ 8.28% |
$98K - $99.2K
|
11.9K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
833+ 11.0% |
$89.5K - $90.6K
|
8.41K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
799+ 39950.0% |
$85.8K - $86.9K
|
801
$86.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
580New |
$62.3K - $63.1K
|
580
$62.9K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
533New |
$57.2K - $58K
|
533
$57.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
418New |
$44.9K - $45.5K
|
418
$45.4K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
401+ 3.83% |
$43.1K - $43.6K
|
10.9K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
317+ 17.51% |
$34K - $34.5K
|
2.13K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
286+ 8.47% |
$30.7K - $31.1K
|
3.66K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
284+ 2.92% |
$30.5K - $30.9K
|
10K
$1.09M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
250+ 6.9% |
$26.9K - $27.2K
|
3.87K
$420K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
90+ 1.9% |
$9.67K - $9.79K
|
4.83K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
87+ 1.02% |
$9.34K - $9.46K
|
8.64K
$937K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
87+ 0.94% |
$9.34K - $9.46K
|
9.35K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85New |
$9.13K - $9.24K
|
85
$9.22K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82+ 0.35% |
$8.81K - $8.92K
|
23.6K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 253.33% |
$8.16K - $8.27K
|
106
$11.5K
|