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

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 43,096 shares of IVW stock, worth $4.33 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
43,096
Previous 59,048 27.02%
Holding current value
$4.33 Million
Previous $4.99 Billion 17.24%
% of portfolio
2.37%
Previous 3.37%

Shares

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

Feb 28, 2025
SELL
$84.77 - $97.13 $1.35 Million - $1.55 Million
-15,952 Reduced 27.02%
43,096 $4.13 Billion
Q1 2024

Feb 28, 2025
BUY
$72.87 - $85.14 $224,949 - $262,827
3,087 Added 5.52%
59,048 $4.99 Billion
Q4 2023

Feb 28, 2025
BUY
$65.78 - $75.4 $3.68 Million - $4.22 Million
55,961 New
55,961 $4.2 Billion

Others Institutions Holding IVW

# of Institutions
2,003
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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