Dogwood Wealth Management LLC Ishares Barclays Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 7,863 shares of IEF stock, worth $749,501. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,863
Previous 6,311 24.59%
Holding current value
$749,501
Previous $597 Million 29.13%
% of portfolio
0.44%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
BUY
$92.67 - $99.14 $143,823 - $153,865
1,552 Added 24.59%
7,863 $771 Million
Q1 2024

Feb 28, 2025
BUY
$93.54 - $96.82 $71,932 - $74,454
769 Added 13.88%
6,311 $597 Million
Q4 2023

Feb 28, 2025
BUY
$88.95 - $97.0 $492,960 - $537,574
5,542 New
5,542 $534 Million

Others Institutions Holding IEF

# of Institutions
1,095
Shares Held
294M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

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