A detailed history of Swp Financial LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Swp Financial LLC holds 4,595 shares of AGG stock, worth $464,968. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,595
Previous 82,736 94.45%
Holding current value
$464,968
Previous $8.06 Billion 94.46%
% of portfolio
0.29%
Previous 5.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$95.11 - $97.92 $7.43 Million - $7.65 Million
-78,141 Reduced 94.45%
4,595 $446 Million
Q1 2024

Apr 30, 2024

BUY
$96.75 - $99.37 $809,894 - $831,826
8,371 Added 11.26%
82,736 $8.06 Billion
Q4 2023

Mar 08, 2024

BUY
$91.67 - $99.66 $6.82 Million - $7.41 Million
74,365 New
74,365 $7.38 Billion

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Swp Financial LLC Portfolio

Follow Swp Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swp Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swp Financial LLC with notifications on news.