Dogwood Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 9,761 shares of IVV stock, worth $5.76 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
9,761
Previous 12,461 21.67%
Holding current value
$5.76 Million
Previous $7.34 Billion 25.23%
% of portfolio
2.88%
Previous 3.88%

Shares

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

Apr 30, 2025
SELL
$554.06 - $615.85 $1.5 Million - $1.66 Million
-2,700 Reduced 21.67%
9,761 $5.48 Billion
Q3 2024

Feb 28, 2025
SELL
$520.18 - $576.82 $2,600 - $2,884
-5 Reduced 0.04%
12,461 $7.19 Billion
Q4 2023

Feb 28, 2025
BUY
$412.55 - $479.0 $5.14 Million - $5.97 Million
12,466 New
12,466 $5.95 Billion

Others Institutions Holding IVV

# of Institutions
3,918
Shares Held
822M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

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