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 28, 2021
Q2 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-416- 2.65% |
$49K - $49.4K
|
15.3K
$1.69M
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-419- 1.8% |
$49.4K - $49.7K
|
22.8K
$2.52M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-488Closed |
$57.5K - $57.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-523- 14.96% |
$61.6K - $62.1K
|
2.97K
$328K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-642- 12.76% |
$75.6K - $76.2K
|
4.39K
$484K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-642- 0.76% |
$75.6K - $76.2K
|
84.3K
$9.3M
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-765- 6.02% |
$90.1K - $90.8K
|
11.9K
$1.32M
|
|
Aug 12, 2021
Q2 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-864- 30.76% |
$102K - $103K
|
1.95K
$215K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-890- 4.54% |
$105K - $106K
|
18.7K
$2.06M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.11K- 74.35% |
$131K - $132K
|
384
$42.4K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.16K- 4.74% |
$136K - $137K
|
23.2K
$2.56M
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.49K- 22.35% |
$175K - $177K
|
5.17K
$571K
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.74K- 9.79% |
$205K - $206K
|
16K
$1.77M
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.79KClosed |
$211K - $212K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.93K- 4.22% |
$227K - $229K
|
43.7K
$4.82M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.06KClosed |
$243K - $245K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.37KClosed |
$280K - $282K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.91KClosed |
$342K - $345K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.99KClosed |
$353K - $355K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 5.57% |
$357K - $360K
|
51.4K
$5.67M
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.6KClosed |
$424K - $427K
|
0
$0
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.6K- 22.36% |
$424K - $427K
|
12.5K
$1.38M
|
|
Jul 26, 2021
Q2 2021
|
James Investment Research Inc
|
SELL
|
- |
-4.02K- 11.27% |
$474K - $477K
|
31.7K
$3.49M
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.36KClosed |
$514K - $518K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.98KClosed |
$587K - $591K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.28KClosed |
$622K - $627K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.41K- 55.69% |
$638K - $642K
|
4.31K
$475K
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-7K- 99.49% |
$825K - $831K
|
36
$3.97K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.24K- 69.63% |
$853K - $859K
|
3.16K
$348K
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-7.79K- 56.16% |
$918K - $925K
|
6.08K
$671K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-7.89KClosed |
$929K - $936K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.9K- 17.33% |
$931K - $938K
|
37.7K
$4.16M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.88K- 7.19% |
$1.05M - $1.05M
|
115K
$12.6M
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-14.9K- 19.8% |
$1.75M - $1.76M
|
60.2K
$6.64M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.1K- 98.94% |
$1.78M - $1.8M
|
162
$17.9K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15.9KClosed |
$1.88M - $1.89M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-18.6K- 13.08% |
$2.19M - $2.21M
|
124K
$13.6M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.8KClosed |
$2.69M - $2.71M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-26.1K- 27.92% |
$3.08M - $3.1M
|
67.4K
$7.43M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.8K- 48.16% |
$5.16M - $5.2M
|
47.1K
$5.2M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.5K- 22.28% |
$5.95M - $5.99M
|
176K
$19.4M
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-105K- 90.94% |
$12.4M - $12.5M
|
10.5K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-335KClosed |
$39.4M - $39.7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-866K- 99.99% |
$102M - $103M
|
88
$9.71K
|