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 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.18K- 3.0% |
$341K - $345K
|
103K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.25K- 58.51% |
$349K - $353K
|
2.3K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.07K- 41.41% |
$437K - $443K
|
5.76K
$625K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.62K- 7.11% |
$711K - $720K
|
86.4K
$9.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.68K- 10.55% |
$825K - $835K
|
65.1K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.68K- 10.55% |
$825K - $835K
|
65.1K
$7.06M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10.2K- 3.0% |
$1.09M - $1.11M
|
330K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33.8K- 17.67% |
$3.63M - $3.68M
|
158K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-35K- 88.81% |
$3.76M - $3.8M
|
4.41K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44K- 65.4% |
$4.73M - $4.79M
|
23.3K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-76.6K- 16.56% |
$8.23M - $8.33M
|
386K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 81.55% |
$12.8M - $13M
|
27K
$2.93M
|