Opes Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Opes Wealth Management LLC

  • $567 Million
  • Q3 2025

A detailed history of Opes Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Opes Wealth Management LLC holds 102,559 shares of AGG stock, worth $10.3 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
102,559
Previous 99,531 3.04%
Holding current value
$10.3 Million
Previous $9.87 Million 4.13%
% of portfolio
1.81%
Previous 1.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$97.75 - $100.75 $295,987 - $305,071
3,028 Added 3.04%
102,559 $10.3 Million
Q2 2025

Jul 30, 2025
BUY
$96.84 - $99.46 $352,400 - $361,934
3,639 Added 3.79%
99,531 $9.87 Million
Q1 2025

May 06, 2025
BUY
$95.85 - $99.25 $547,591 - $567,015
5,713 Added 6.34%
95,892 $9.49 Million
Q4 2024

Jan 30, 2025
BUY
$96.64 - $101.23 $669,811 - $701,625
6,931 Added 8.33%
90,179 $8.74 Million
Q3 2024

Oct 29, 2024
BUY
$96.25 - $101.98 $223,107 - $236,389
2,318 Added 2.86%
83,248 $8.43 Million
Q2 2024

Aug 05, 2024
BUY
$95.11 - $97.92 $191,361 - $197,015
2,012 Added 2.55%
80,930 $7.86 Million
Q1 2024

May 02, 2024
BUY
$96.75 - $99.37 $436,342 - $448,158
4,510 Added 6.06%
78,918 $7.73 Million
Q4 2023

Jan 31, 2024
BUY
$91.67 - $99.66 $129,438 - $140,719
1,412 Added 1.93%
74,408 $7.38 Million
Q3 2023

Nov 02, 2023
BUY
$93.85 - $98.43 $6.85 Million - $7.18 Million
72,996 New
72,996 $6.86 Million
Q4 2022

Jan 30, 2023
BUY
$93.63 - $99.69 $2.67 Million - $2.84 Million
28,485 New
28,485 $2.76 Million
Q2 2022

Aug 10, 2022
BUY
$99.01 - $106.84 $3.19 Million - $3.44 Million
32,237 New
32,237 $3.28 Million

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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