Kopp Family Office, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kopp Family Office, LLC

$152 Million
Q4 2025

A detailed history of Kopp Family Office, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kopp Family Office, LLC holds 173,360 shares of AGG stock, worth $17.3 Million. This represents 11.4% of its overall portfolio holdings.

Number of Shares

173,360

Previous 115,580 49.99%

Holding current value

$17.3 Million

Previous $11.6 Million 49.63%

% of portfolio

11.4%

Previous 7.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$99.87 - $101.27 $5.77 Million - $5.85 Million	57,780 Added 49.99%	173,360 $17.3 Million
Q3 2025 Oct 16, 2025	BUY	$97.75 - $100.75 $508,300 - $523,900	5,200 Added 4.71%	115,580 $11.6 Million
Q2 2025 Jul 15, 2025	BUY	$96.84 - $99.46 $125,892 - $129,297	1,300 Added 1.19%	110,380 $10.9 Million
Q1 2025 May 14, 2025	BUY	$95.85 - $99.25 $103,518 - $107,190	1,080 Added 1.0%	109,080 $10.8 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $1.06 Million - $1.11 Million	11,000 Added 11.34%	108,000 $10.5 Million

Q3 2024 Dec 31, 2024	BUY	$96.25 - $101.98 $9.34 Million - $9.89 Million	97,000 New	97,000 $9.82 Million

Others Institutions Holding AGG

# of Institutions

2,264

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Kopp Family Office, LLC Ishares Core U.S. Aggregate Bo Transaction History