Dogwood Wealth Management LLC Ishares Barclays Transaction History
Dogwood Wealth Management LLC
- $190 Billion
- Q1 2025
A detailed history of Dogwood Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 10,591 shares of IEF stock, worth $997,248. This represents 0.53% of its overall portfolio holdings.
Number of Shares
10,591
Previous 10,230
3.53%
Holding current value
$997,248
Previous $946 Million
6.81%
% of portfolio
0.53%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
308MCall Options Held
13MPut Options Held
6.97M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.18 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.64 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.17 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.06 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.05 Billion0.08% of portfolio