Dogwood Wealth Management LLC Ishares S&P Smallcap 600 Value Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,330 shares of IJS stock, worth $138,998. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,330
Previous 1,814 26.68%
Holding current value
$138,998
Previous $186 Million 23.17%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Feb 28, 2025
SELL
$95.81 - $109.03 $46,372 - $52,770
-484 Reduced 26.68%
1,330 $143 Million
Q1 2024

Feb 28, 2025
SELL
$95.88 - $102.78 $47,364 - $50,773
-494 Reduced 21.4%
1,814 $186 Million
Q4 2023

Feb 28, 2025
BUY
$82.1 - $104.53 $189,486 - $241,255
2,308 New
2,308 $238 Million

Others Institutions Holding IJS

# of Institutions
904
Shares Held
45.2M
Call Options Held
23.2K
Put Options Held
7.5K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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