Dogwood Wealth Management LLC Ishares Tr Transaction History

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 17,246 shares of IYR stock, worth $1.61 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
17,246
Previous 16,794 2.69%
Holding current value
$1.61 Million
Previous $1.56 Billion 5.66%
% of portfolio
0.87%
Previous 0.83%

Shares

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

Apr 30, 2025
BUY
$89.49 - $98.98 $40,449 - $44,738
452 Added 2.69%
17,246 $1.65 Billion
Q4 2024

Mar 04, 2025
BUY
$90.74 - $102.87 $224,309 - $254,294
2,472 Added 17.26%
16,794 $1.56 Billion
Q3 2024

Feb 28, 2025
BUY
$86.93 - $103.61 $196,374 - $234,054
2,259 Added 19.29%
13,970 $1.42 Billion
Q2 2024

Mar 04, 2025
BUY
$81.6 - $89.23 $28,723 - $31,408
352 Added 2.52%
14,322 $1.26 Billion
Q1 2024

Feb 28, 2025
BUY
$85.32 - $92.22 $93,254 - $100,796
1,093 Added 10.29%
11,711 $1.05 Billion
Q4 2023

Feb 28, 2025
BUY
$73.28 - $92.46 $778,087 - $981,740
10,618 New
10,618 $971 Million

Others Institutions Holding IYR

# of Institutions
579
Shares Held
44.2M
Call Options Held
5.79M
Put Options Held
4.51M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management 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 Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email