Smallwood Wealth Investment Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1,038 shares of AGG stock, worth $100,935. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,038
Holding current value
$100,935
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$95.85 - $99.25 $99,492 - $103,021
1,038 New
1,038 $102,000

Others Institutions Holding AGG

# of Institutions
2,164
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.1K
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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