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

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,925 shares of IJR stock, worth $194,117. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,925
Previous 1,954 1.48%
Holding current value
$194,117
Previous $208 Million 6.43%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
SELL
$113.92 - $127.38 $3,303 - $3,694
-29 Reduced 1.48%
1,925 $222 Million
Q3 2024

Feb 28, 2025
SELL
$105.53 - $118.34 $58,252 - $65,323
-552 Reduced 22.03%
1,954 $229 Million
Q1 2024

Feb 28, 2025
SELL
$102.35 - $110.52 $27,225 - $29,398
-266 Reduced 9.6%
2,506 $277 Million
Q4 2023

Feb 28, 2025
BUY
$87.61 - $110.11 $242,854 - $305,224
2,772 New
2,772 $300 Million

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
535M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

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