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 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
60+ 0.08% |
$6.44K - $6.53K
|
77.5K
$8.38M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
54+ 11.49% |
$5.8K - $5.87K
|
524
$56.7K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.88% |
$4.3K - $4.35K
|
4.61K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 7.72% |
$3.97K - $4.02K
|
516
$55.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32New |
$3.44K - $3.48K
|
32
$3.46K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31+ 0.36% |
$3.33K - $3.37K
|
8.76K
$947K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.88% |
$537 - $544
|
576
$62.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1New |
$107 - $109
|
1
$108
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.53% |
$107 - $109
|
189
$20.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.35% |
$107 - $109
|
285
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.31% |
$322 - $326
|
964
$104K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 18.18% |
$2.15K - $2.18K
|
90
$9.73K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30- 1.25% |
$3.22K - $3.26K
|
2.38K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40- 0.62% |
$4.3K - $4.35K
|
6.38K
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46- 0.6% |
$4.94K - $5K
|
7.61K
$822K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-46- 1.52% |
$4.94K - $5K
|
2.99K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-73- 2.94% |
$7.84K - $7.94K
|
2.41K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-93- 1.74% |
$9.99K - $10.1K
|
5.25K
$568K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-97- 2.72% |
$10.4K - $10.5K
|
3.47K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-101- 4.5% |
$10.8K - $11K
|
2.14K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-106- 3.19% |
$11.4K - $11.5K
|
3.22K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-128- 4.05% |
$13.7K - $13.9K
|
3.03K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-129- 3.25% |
$13.9K - $14K
|
3.84K
$416K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 16.61% |
$16.1K - $16.3K
|
753
$81.4K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-175- 3.32% |
$18.8K - $19K
|
5.1K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-243- 0.47% |
$26.1K - $26.4K
|
51.2K
$5.53M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-367- 7.58% |
$39.4K - $39.9K
|
4.48K
$484K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-406- 1.39% |
$43.6K - $44.2K
|
28.7K
$3.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-453- 12.72% |
$48.7K - $49.3K
|
3.11K
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-456- 2.28% |
$49K - $49.6K
|
19.6K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-465- 16.3% |
$49.9K - $50.6K
|
2.39K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-566- 11.48% |
$60.8K - $61.6K
|
4.37K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-570- 19.14% |
$61.2K - $62K
|
2.41K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-632- 13.09% |
$67.9K - $68.7K
|
4.2K
$454K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-634- 2.37% |
$68.1K - $69K
|
26.1K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-659- 0.54% |
$70.8K - $71.7K
|
122K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-674- 14.04% |
$72.4K - $73.3K
|
4.13K
$446K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-811- 4.84% |
$87.1K - $88.2K
|
15.9K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-828- 18.21% |
$88.9K - $90.1K
|
3.72K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-890- 89.9% |
$95.6K - $96.8K
|
100
$10.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-916- 28.46% |
$98.4K - $99.6K
|
2.3K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.06K- 20.97% |
$113K - $115K
|
3.98K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.14K- 18.24% |
$122K - $123K
|
5.09K
$550K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.44K- 1.76% |
$155K - $157K
|
80.3K
$8.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 1.13% |
$182K - $185K
|
148K
$16M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.18K- 53.26% |
$234K - $237K
|
1.91K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.29K- 25.49% |
$246K - $249K
|
6.68K
$722K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-2.52K- 11.91% |
$271K - $274K
|
18.6K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.86K- 12.78% |
$308K - $311K
|
19.5K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.9K- 5.89% |
$312K - $316K
|
46.4K
$5.02M
|