Who owns iShares Barclays Agency Bond Fund?
- Ticker: AGZ
- CUSIP Number: 464288166
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Analyze quarterly positions in iShares Barclays Agency Bond Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Barclays Agency Bond Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
TRUE Private Wealth Advisors | 752k | $83M | 113% | Sep 2024 |
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Stifel Financial | 342k | $37M | 3% | Jun 2024 |
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HighTower Advisors | 296k | $32M | 9% | Jun 2024 |
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International Assets Investment Management | 211k | $1.9M | 10940% | Sep 2024 |
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Raymond James & Associates | 188k | $21M | 16% | Sep 2024 |
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Ambassador Advisors | 172k | $19M | 3% | Sep 2024 |
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Mill Creek Capital Advisors | 155k | $17M | 0% | Sep 2024 |
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Jaffetilchin Investment Partners | 153k | $17M | 5% | Sep 2024 |
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H D Vest Advisory Services | 147k | $16M | 8% | Jun 2024 |
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Bank of New York Mellon | 139k | $15M | 17% | Sep 2024 |
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Mason & Associates | 125k | $14M | 46% | Sep 2024 |
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Diam | 114k | $13M | 2% | Sep 2024 |
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Wells Fargo & Company | 109k | $12M | -6% | Sep 2024 |
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Envestnet Asset Management | 106k | $12M | -6% | Sep 2024 |
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Arvest Investments | 103k | $11M | 0% | Sep 2024 |
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Keybank National Association | 100k | $11M | 1% | Sep 2024 |
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Executive Wealth Management | 85k | $9.4M | 100% | Sep 2024 |
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Kuntz Lesher Capital | 85k | $9.4M | -1% | Sep 2024 |
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Bank of America Corporation | 80k | $8.8M | -5% | Sep 2024 |
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Great Diamond Partners | 75k | $8.3M | 0% | Sep 2024 |
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Krasney Financial | 74k | $8.2M | -2% | Sep 2024 |
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Morgan Stanley | 63k | $6.8M | -3% | Jun 2024 |
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BlackRock | 58k | $6.3M | -63% | Jun 2024 |
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Us Bancorp | 58k | $6.4M | -4% | Sep 2024 |
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BlackRock | 54k | $6.0M | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 54k | $5.9M | 241% | Sep 2024 |
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Pnc Financial Services | 47k | $5.1M | -1% | Sep 2024 |
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Jane Street | 45k | $4.9M | -37% | Sep 2024 |
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Measured Wealth Private Client Group | 40k | $4.4M | 40% | Sep 2024 |
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Hennion & Walsh Asset Management | 33k | $3.6M | 8% | Sep 2024 |
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WBI Investments | 29k | $3.2M | -7% | Sep 2024 |
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Raymond James Financial Services Advisors | 28k | $3.1M | 0% | Sep 2024 |
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CVA Family Office | 28k | $3.1M | -3% | Sep 2024 |
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Mirae Asset Global Investments | 28k | $3.1M | 23% | Sep 2024 |
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CHB Investment Group | 27k | $3.0M | 100% | Sep 2024 |
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LPL Financial | 27k | $3.0M | -6% | Sep 2024 |
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Fluent Financial | 24k | $2.6M | 17% | Sep 2024 |
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Hm Payson & Co | 23k | $2.5M | 0% | Sep 2024 |
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Sunflower Bank | 23k | $2.5M | 0% | Sep 2024 |
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Focus Financial Network | 20k | $2.2M | 9% | Sep 2024 |
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Capstone Triton Financial Group | 17k | $1.8M | -1% | Sep 2024 |
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James Investment Research | 15k | $1.6M | -4% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 14k | $1.6M | 14% | Sep 2024 |
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NorthCrest Asset Manangement | 13k | $1.4M | -1% | Jun 2024 |
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Fortis Capital Management | 13k | $1.4M | 0% | Sep 2024 |
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Ignite Planners | 12k | $1.4M | 52% | Sep 2024 |
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HPM Partners | 12k | $1.3M | 2% | Sep 2024 |
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DiMeo Schneider & Associates | 12k | $1.3M | 0% | Sep 2024 |
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Sharper & Granite | 11k | $1.3M | -2% | Sep 2024 |
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Private Advisor | 11k | $1.2M | -31% | Sep 2024 |
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United Asset Strategies | 11k | $1.2M | -1% | Sep 2024 |
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Commonwealth Equity Services | 9.8k | $1.1M | 18% | Sep 2024 |
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Insight Advisors, LLC/ PA | 9.5k | $1.0M | 81% | Sep 2024 |
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Park Place Capital Corp | 8.9k | $985k | 0% | Sep 2024 |
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Goelzer Investment Management | 8.7k | $964k | -9% | Sep 2024 |
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Cetera Investment Advisers | 8.6k | $925k | -17% | Jun 2024 |
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Glass Jacobson Investment Advisors | 8.4k | $930k | 5% | Sep 2024 |
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Renasant Bank | 8.2k | $908k | 0% | Sep 2024 |
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Flow Traders US | 7.1k | $789k | 100% | Sep 2024 |
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Moors & Cabot | 7.0k | $769k | 1% | Sep 2024 |
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Cambiar Investors | 6.2k | $687k | -67% | Sep 2024 |
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Cambridge Investment Research Advisors | 5.1k | $560k | -17% | Sep 2024 |
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Eagle Global Advisors | 5.0k | $541k | -12% | Jun 2024 |
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Creative Financial Designs | 5.0k | $554k | -10% | Sep 2024 |
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Rehmann Capital Advisory | 4.6k | $510k | 1% | Sep 2024 |
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Checchi Capital Advisers | 4.4k | $483k | 22% | Sep 2024 |
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Private Trust Co Na | 4.3k | $465k | 54% | Jun 2024 |
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Sanctuary Advisors | 4.2k | $455k | -39% | Sep 2024 |
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Smartleaf Asset Management | 4.2k | $463k | 1% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 4.2k | $461k | -21% | Sep 2024 |
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J.w. Cole Advisors | 4.2k | $459k | 0% | Sep 2024 |
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Citizens Financial Group | 4.0k | $443k | 0% | Sep 2024 |
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Narus Financial Partners | 4.0k | $438k | 0% | Sep 2024 |
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Royal Bank of Canada | 3.4k | $368k | -6% | Sep 2024 |
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Pacific Financial Group | 3.3k | $356k | -14% | Jun 2024 |
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Advisory Services Network | 3.2k | $347k | 0% | Sep 2024 |
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Financial Engines Advisors L.L.C | 3.1k | $339k | -40% | Sep 2024 |
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Shayne & Co | 3.0k | $327k | 0% | Jun 2024 |
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Fiduciary Financial Group | 2.9k | $318k | -9% | Sep 2024 |
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Dynamic Advisors Solutions | 2.9k | $318k | 0% | Sep 2024 |
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Merit Financial Group | 2.7k | $296k | -28% | Sep 2024 |
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Advisory Alpha | 2.7k | $293k | 0% | Sep 2024 |
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Donaldson Capital Management | 2.6k | $292k | 0% | Sep 2024 |
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Acorn Financial Advisory Services | 2.5k | $279k | 3% | Sep 2024 |
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Dorsey & Whitney Trust Company | 2.5k | $276k | 0% | Sep 2024 |
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Prosperity Wealth Management | 2.4k | $267k | 100% | Sep 2024 |
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Citadel Advisors | 2.4k | $266k | 100% | Sep 2024 |
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Tiaa Trust, National Association | 2.4k | $257k | 0% | Jun 2024 |
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Advisor Group Holdings | 2.4k | $264k | -90% | Sep 2024 |
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Shared Vision Wealth Group | 2.3k | $255k | 0% | Sep 2024 |
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Argent Trust | 2.3k | $249k | 0% | Sep 2024 |
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Brian McDonald | 2.2k | $248k | 5% | Sep 2024 |
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Montecito Bank & Trust | 2.1k | $229k | -13% | Sep 2024 |
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Beirne Wealth Consulting Services | 2.1k | $229k | 0% | Sep 2024 |
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Kestra Advisory Services | 2.0k | $223k | -2% | Sep 2024 |
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Hilltop Holdings | 1.9k | $210k | -11% | Sep 2024 |
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CI Private Wealth | 1.8k | $202k | -33% | Sep 2024 |
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Steward Partners Investment Advisory | 1.8k | $194k | 87% | Jun 2024 |
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Capital Investment Advisory Services | 1.1k | $124k | 0% | Sep 2024 |
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Assetmark | 1.1k | $117k | 0% | Sep 2024 |
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Huntington National Bank | 1.0k | $113k | -55% | Sep 2024 |
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Templeton & Phillips Capital Management | 1.0k | $111k | 0% | Sep 2024 |
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Global Retirement Partners | 624.00 | $69k | -1% | Sep 2024 |
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Atlantic Trust | 580.00 | $64k | 0% | Sep 2024 |
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Clean Yield Group | 548.00 | $61k | 0% | Sep 2024 |
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Proequities | 494.00 | $55M | -5% | Sep 2024 |
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Principal Securities | 493.00 | $54k | 1% | Sep 2024 |
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D. J. St. Germain | 475.00 | $52k | 0% | Sep 2024 |
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Harbour Investments | 453.00 | $50k | 0% | Sep 2024 |
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Whittier Trust | 441.00 | $49k | 0% | Sep 2024 |
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Bryn Mawr Trust | 350.00 | $39k | 100% | Sep 2024 |
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Spectrum Wealth Counsel | 300.00 | $33k | 0% | Sep 2024 |
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National Bank Of Canada /fi/ | 300.00 | $33k | 0% | Sep 2024 |
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Bank Of Oklahoma National Association / | 227.00 | $25k | 100% | Sep 2024 |
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CWM | 211.00 | $23k | -15% | Sep 2024 |
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Fort Vancouver Investment Management | 165.00 | $18k | 0% | Sep 2024 |
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Toth Financial Advisory Corporation | 150.00 | $17k | 0% | Sep 2024 |
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Summit Investment Advisors | 100.00 | $11k | 0% | Sep 2024 |
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Jackson Hole Capital Partners | 98.00 | $11k | 0% | Sep 2024 |
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Founders Financial Alliance | 98.00 | $11k | 0% | Sep 2024 |
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Pin Oak Investment Advisors | 90.00 | $10k | 0% | Jun 2024 |
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LRI Investments | 85.00 | $9.2k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 75.00 | $8.3k | 19% | Sep 2024 |
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Bogart Wealth | 66.00 | $7.3k | 0% | Sep 2024 |
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Archer Investment Corp | 49.00 | $5.4k | 0% | Sep 2024 |
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Red Tortoise | 46.00 | $5.1k | 0% | Sep 2024 |
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Hazlett, Burt & Watson | 41.00 | $5.0k | -54% | Sep 2024 |
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Farther Finance Advisors | 31.00 | $3.4k | 0% | Sep 2024 |
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AdvisorNet Financial | 15.00 | $1.7k | 0% | Sep 2024 |
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Hanson McClain Advisors | 7.00 | $773.000200 | 100% | Sep 2024 |
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Financial Advisory Service | 5.00 | $552.000000 | 0% | Sep 2024 |
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Tucker Asset Management | 5.00 | $538.000000 | 0% | Jun 2024 |
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Kayne Anderson Rudnick Investment Management | 2.00 | $221.000000 | -100% | Sep 2024 |
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CoreCap Advisors | 1.00 | $110.000000 | 100% | Sep 2024 |
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Glen Eagle Advisors | 1.00 | $74.000000 | 0% | Sep 2024 |
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Who sold out of iShares Barclays Agency Bond Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Strategic Financial Concepts | Jun 2024 | 25k | $228k |
Columbus Macro | Jun 2024 | 4.8k | $519k |
Mml Investors Services | Jun 2024 | 2.8k | $301k |
Ashton Thomas Private Wealth | Jun 2024 | 1.0k | $108k |
Kelly Financial Services | Jun 2024 | 191.00 | $21k |
Howe and Rusling | Mar 2024 | 106.00 | $12k |
Darren Munn | Jun 2024 | 15.00 | $1.6k |
Gilliland Jeter Wealth Management | Jun 2024 | 10.00 | $1.1k |