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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-789- 25.53% |
$92.4K - $93.6K
|
2.3K
$250K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-790- 2.92% |
$92.6K - $93.7K
|
26.3K
$2.85M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.18K- 22.51% |
$139K - $140K
|
4.08K
$442K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.36KClosed |
$160K - $162K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.61K- 70.41% |
$188K - $190K
|
675
$73.2K
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-1.7KClosed |
$199K - $201K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$216K - $219K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.9KClosed |
$222K - $225K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.9K- 16.49% |
$222K - $225K
|
9.61K
$1.04M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2K- 5.56% |
$234K - $237K
|
33.9K
$3.68M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 53.61% |
$239K - $242K
|
1.77K
$192K
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.1K- 10.89% |
$246K - $249K
|
17.2K
$1.86M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.11K- 7.03% |
$247K - $250K
|
27.8K
$3.02M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.24K- 11.5% |
$263K - $266K
|
17.3K
$1.87M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.31KClosed |
$271K - $274K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.51K- 13.02% |
$294K - $297K
|
16.7K
$1.82M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54KClosed |
$298K - $302K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.83KClosed |
$331K - $335K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.03K- 3.1% |
$354K - $359K
|
94.7K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.18K- 29.1% |
$372K - $377K
|
7.74K
$840K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.28K- 3.69% |
$384K - $389K
|
85.6K
$9.28M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.65KClosed |
$427K - $432K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.01K- 56.3% |
$470K - $476K
|
3.12K
$338K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.16K- 22.81% |
$487K - $493K
|
14.1K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.53KClosed |
$648K - $656K
|
0
$0
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.84K- 48.27% |
$685K - $693K
|
6.26K
$679K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.6K- 56.56% |
$773K - $782K
|
5.07K
$550K
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-7.88K- 11.81% |
$923K - $934K
|
58.8K
$6.38M
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-8.12K- 27.07% |
$952K - $963K
|
21.9K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.5K- 22.19% |
$1.23M - $1.25M
|
36.8K
$4M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.1KClosed |
$1.3M - $1.31M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.2K- 83.16% |
$1.31M - $1.33M
|
2.27K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-11.9K- 23.02% |
$1.4M - $1.41M
|
39.8K
$4.32M
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-13.5KClosed |
$1.59M - $1.61M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-17.6K- 60.88% |
$2.06M - $2.09M
|
11.3K
$1.23M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.7K- 91.68% |
$2.31M - $2.34M
|
1.79K
$194K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-25.7KClosed |
$3.01M - $3.04M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-29.6KClosed |
$3.47M - $3.51M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.6K- 54.05% |
$4.05M - $4.1M
|
29.4K
$3.19M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-40.3K- 22.28% |
$4.73M - $4.78M
|
141K
$15.3M
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-60.6KClosed |
$7.1M - $7.18M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.7K- 34.57% |
$8.4M - $8.5M
|
136K
$14.7M
|