Purchases and Sales Made in Q4 2021 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
366+ 4.29% |
$42.9K - $43.4K
|
8.89K
$965K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
340New |
$39.8K - $40.3K
|
340
$36.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
337+ 7.41% |
$39.5K - $40K
|
4.88K
$530K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
285+ 78.73% |
$33.4K - $33.8K
|
647
$70.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
252New |
$29.5K - $29.9K
|
252
$27.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
217New |
$25.4K - $25.7K
|
217
$23.5K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
209+ 5.35% |
$24.5K - $24.8K
|
4.12K
$447K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
209+ 7.91% |
$24.5K - $24.8K
|
2.85K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
179+ 8.76% |
$21K - $21.2K
|
2.22K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
166+ 1.09% |
$19.5K - $19.7K
|
15.3K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
147+ 2.88% |
$17.2K - $17.4K
|
5.25K
$570K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 7.82% |
$13.7K - $13.9K
|
1.61K
$175K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
110New |
$12.9K - $13K
|
110
$11.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
84+ 0.64% |
$9.84K - $9.96K
|
13.1K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
60+ 1.95% |
$7.03K - $7.11K
|
3.14K
$341K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 3.91% |
$4.34K - $4.39K
|
984
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35+ 5.14% |
$4.1K - $4.15K
|
716
$77.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33+ 0.42% |
$3.87K - $3.91K
|
7.81K
$847K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
6New |
$703 - $711
|
6
$651
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1+ 0.31% |
$117 - $119
|
326
$35.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
1+ 0.21% |
$117 - $119
|
480
$52.1K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.45% |
$117 - $119
|
224
$24.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1New |
$117 - $119
|
1
$109
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8Closed |
$937 - $949
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-11Closed |
$1.29K - $1.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-16- 0.82% |
$1.87K - $1.9K
|
1.93K
$209K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-18- 1.3% |
$2.11K - $2.13K
|
1.37K
$148K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-18- 1.3% |
$2.11K - $2.13K
|
1.37K
$148K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38- 0.24% |
$4.45K - $4.51K
|
15.6K
$1.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
SELL
|
- |
-46- 1.7% |
$5.39K - $5.45K
|
2.66K
$289K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 1.84% |
$5.86K - $5.93K
|
2.67K
$290K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-67- 14.08% |
$7.85K - $7.94K
|
409
$44.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-72- 3.41% |
$8.44K - $8.54K
|
2.04K
$221K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-80Closed |
$9.37K - $9.49K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-81- 3.16% |
$9.49K - $9.6K
|
2.48K
$269K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-97- 5.07% |
$11.4K - $11.5K
|
1.82K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-116- 61.05% |
$13.6K - $13.8K
|
74
$8.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-130- 1.64% |
$15.2K - $15.4K
|
7.8K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-161- 9.64% |
$18.9K - $19.1K
|
1.51K
$164K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-172Closed |
$20.2K - $20.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-174- 3.1% |
$20.4K - $20.6K
|
5.44K
$591K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-190- 5.14% |
$22.3K - $22.5K
|
3.5K
$380K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-261- 3.65% |
$30.6K - $30.9K
|
6.89K
$748K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-262Closed |
$30.7K - $31.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-402- 24.57% |
$47.1K - $47.7K
|
1.23K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-495- 3.79% |
$58K - $58.7K
|
12.6K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-512- 11.71% |
$60K - $60.7K
|
3.86K
$419K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-597- 21.14% |
$70K - $70.8K
|
2.23K
$242K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-623- 0.49% |
$73K - $73.9K
|
125K
$13.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-759- 26.69% |
$88.9K - $90K
|
2.09K
$226K
|