Purchases and Sales Made in Q2 2021 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
235+ 13.2% |
$27.7K - $27.9K
|
2.02K
$219K
|
|
Jul 22, 2021
Q2 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
231+ 5.83% |
$27.2K - $27.4K
|
4.19K
$455K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
206+ 1.71% |
$24.3K - $24.4K
|
12.2K
$1.33M
|
|
Aug 11, 2021
Q2 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
141+ 7.89% |
$16.6K - $16.7K
|
1.93K
$209K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
135+ 12.05% |
$15.9K - $16K
|
1.26K
$136K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
125+ 50.0% |
$14.7K - $14.8K
|
375
$40.7K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
124+ 93.23% |
$14.6K - $14.7K
|
257
$27.9K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115+ 5.2% |
$13.6K - $13.6K
|
2.33K
$252K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100New |
$11.8K - $11.9K
|
100
$10.9K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
70+ 102.94% |
$8.25K - $8.31K
|
138
$15K
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
58New |
$6.83K - $6.88K
|
58
$6.29K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 1.87% |
$5.89K - $5.93K
|
2.72K
$295K
|
|
Jul 21, 2021
Q2 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
43+ 1.31% |
$5.07K - $5.1K
|
3.33K
$361K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
33+ 24.81% |
$3.89K - $3.92K
|
166
$18K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26+ 37.14% |
$3.06K - $3.09K
|
96
$10.4K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
22New |
$2.59K - $2.61K
|
22
$2.39K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12+ 0.72% |
$1.41K - $1.42K
|
1.68K
$182K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.18% |
$1.06K - $1.07K
|
4.97K
$539K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4+ 57.14% |
$471 - $475
|
11
$1.19K
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3New |
$353 - $356
|
3
$326
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$118 - $119
|
2.48K
$269K
|
|
Sep 08, 2021
Q2 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1+ 0.12% |
$118 - $119
|
802
$87K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$118 - $119
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5Closed |
$589 - $593
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9- 0.14% |
$1.06K - $1.07K
|
6.48K
$704K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9- 0.81% |
$1.06K - $1.07K
|
1.1K
$119K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16- 1.14% |
$1.89K - $1.9K
|
1.38K
$150K
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16- 1.14% |
$1.89K - $1.9K
|
1.38K
$150K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 8.29% |
$3.53K - $3.56K
|
332
$36K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-31Closed |
$3.65K - $3.68K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 17.47% |
$6.01K - $6.05K
|
241
$26.2K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-60Closed |
$7.07K - $7.12K
|
0
$0
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-83- 32.55% |
$9.78K - $9.85K
|
172
$18.7K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 17.2% |
$10.7K - $10.8K
|
438
$47.5K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-104Closed |
$12.3K - $12.3K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-124- 2.05% |
$14.6K - $14.7K
|
5.92K
$642K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-125Closed |
$14.7K - $14.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 10.15% |
$17.1K - $17.2K
|
1.28K
$139K
|
|
Jul 22, 2021
Q2 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-154- 1.24% |
$18.1K - $18.3K
|
12.3K
$1.33M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-167- 1.35% |
$19.7K - $19.8K
|
12.2K
$1.33M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-210- 5.37% |
$24.7K - $24.9K
|
3.7K
$402K
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-211- 6.05% |
$24.9K - $25K
|
3.28K
$356K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-224- 5.45% |
$26.4K - $26.6K
|
3.89K
$422K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-303- 6.36% |
$35.7K - $36K
|
4.46K
$484K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-307Closed |
$36.2K - $36.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-313- 1.89% |
$36.9K - $37.1K
|
16.2K
$1.76M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-315- 9.23% |
$37.1K - $37.4K
|
3.1K
$336K
|
|
Jul 16, 2021
Q2 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-320- 7.45% |
$37.7K - $38K
|
3.98K
$431K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-370- 36.24% |
$43.6K - $43.9K
|
651
$70.6K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-401Closed |
$47.2K - $47.6K
|
0
$0
|