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

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

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 12,461 shares of IVV stock, worth $7.4 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares
12,461
Previous 12,466 0.04%
Holding current value
$7.4 Million
Previous $6.55 Billion 9.67%
% of portfolio
4.13%
Previous 4.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,845
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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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