Smallwood Wealth Investment Management, LLC's ownership history for BIV

Smallwood Wealth Investment Management, LLC currently holds 5.3K shares with a market value of $411.9K. It started holding BIV on 2024-09-30. At its peak, it held 39.8K shares on 2024-09-30. Its highest holding value was $3.1M on 2024-09-30. At its lowest, it held 5.3K shares on 2025-06-30, with a value of $408.0K on 2025-06-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 254. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 34.5K.