Purchases and Sales Made in Q2 2023 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
169KNew |
$18.1M - $18.4M
|
169K
$18.3M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
110K+ 338.68% |
$11.8M - $12M
|
143K
$15.5M
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
75.2KNew |
$8.04M - $8.19M
|
75.2K
$8.16M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
72.8KNew |
$7.78M - $7.93M
|
72.8K
$7.9M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33.7K+ 32.3% |
$3.6M - $3.67M
|
138K
$15M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.1K+ 11.72% |
$3.11M - $3.17M
|
278K
$30.1M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.2K+ 8.26% |
$2.8M - $2.85M
|
343K
$37.2M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9K+ 332.59% |
$1.49M - $1.52M
|
18.1K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 5.43% |
$1.46M - $1.49M
|
266K
$28.8M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$1.36M - $1.39M
|
12.7K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 18.82% |
$1.13M - $1.15M
|
66.8K
$7.25M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
10.1KNew |
$1.08M - $1.1M
|
10.1K
$1.1M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
9.8K+ 56.42% |
$1.05M - $1.07M
|
27.2K
$2.95M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.59K+ 9.04% |
$1.02M - $1.04M
|
116K
$12.6M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.5K+ 2.74% |
$909K - $926K
|
319K
$34.6M
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.61K+ 5.5% |
$813K - $828K
|
146K
$15.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.12KNew |
$761K - $775K
|
7.12K
$773K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.22K+ 416.83% |
$664K - $677K
|
7.71K
$836K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.55K+ 12.57% |
$593K - $604K
|
49.7K
$5.39M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$547K - $557K
|
5.12K
$556K
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.5K+ 273.77% |
$481K - $490K
|
6.14K
$666K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 5.01% |
$419K - $427K
|
82.2K
$8.92M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.43K+ 32.5% |
$367K - $374K
|
14K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.39KNew |
$362K - $369K
|
3.39K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 36.83% |
$301K - $307K
|
10.5K
$1.14M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92KNew |
$205K - $209K
|
1.92K
$209K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 8.99% |
$187K - $191K
|
21.2K
$2.31M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.73K+ 6.87% |
$185K - $189K
|
27K
$2.93M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 38.08% |
$123K - $125K
|
4.17K
$452K
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.12K+ 44.66% |
$119K - $122K
|
3.62K
$393K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$107K - $109K
|
1K
$109K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
990+ 1.03% |
$106K - $108K
|
96.7K
$10.5M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
676+ 10.05% |
$72.2K - $73.6K
|
7.4K
$803K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
475New |
$50.8K - $51.7K
|
475
$51.5K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
400New |
$42.7K - $43.5K
|
400
$43.4K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
373+ 4.59% |
$39.9K - $40.6K
|
8.5K
$922K
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
234+ 4.66% |
$25K - $25.5K
|
5.25K
$570K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
210New |
$22.4K - $22.9K
|
210
$22.8K
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
194+ 5.02% |
$20.7K - $21.1K
|
4.06K
$440K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180New |
$19.2K - $19.6K
|
180
$19.5K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
161+ 3.16% |
$17.2K - $17.5K
|
5.26K
$571K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
160+ 2.4% |
$17.1K - $17.4K
|
6.84K
$742K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
148New |
$15.8K - $16.1K
|
148
$16.1K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
144+ 1.54% |
$15.4K - $15.7K
|
9.5K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
110New |
$11.8K - $12K
|
110
$11.9K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 10.5% |
$10.3K - $10.5K
|
1.01K
$110K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 2.5% |
$8.12K - $8.27K
|
3.11K
$338K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$3.31K - $3.37K
|
31
$3.36K
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
29+ 0.52% |
$3.1K - $3.16K
|
5.57K
$604K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$3.1K - $3.16K
|
29
$3.15K
|