Purchases and Sales Made in Q4 2024 in Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ) during Q4 2024. 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 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
37.9K+ 30.35% |
$4.09M - $4.19M
|
163K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
19.5KNew |
$2.1M - $2.15M
|
19.5K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.33KNew |
$681K - $698K
|
6.33K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.5K+ 10.65% |
$377K - $386K
|
36.3K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.06K+ 3.88% |
$114K - $117K
|
28.4K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.01K+ 8.25% |
$109K - $111K
|
13.3K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
283+ 1.01% |
$30.5K - $31.2K
|
28.3K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
102+ 18.61% |
$11K - $11.3K
|
650
$70.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4+ 0.14% |
$431 - $441
|
2.91K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-300- 2.63% |
$32.3K - $33.1K
|
11.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-373- 8.94% |
$40.2K - $41.2K
|
3.8K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 2.22% |
$178K - $182K
|
72.7K
$7.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.39K- 49.24% |
$473K - $485K
|
4.53K
$490K
|