Dogwood Wealth Management LLC Ishares Barclays Transaction History

Dogwood Wealth Management LLC

$220 Billion
Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 568 shares of IEF stock, worth $54,777. This represents 0.02% of its overall portfolio holdings.

Number of Shares

568

Previous 801 29.09%

Holding current value

$54,777

Previous $75.6 Million 27.48%

% of portfolio

0.02%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$93.91 - $97.26 $21,881 - $22,661	-233 Reduced 29.09%	568 $54.8 Million
Q2 2025 Jul 18, 2025	SELL	$93.15 - $96.56 $911,938 - $945,322	-9,790 Reduced 92.44%	801 $75.6 Million
Q1 2025 Apr 30, 2025	BUY	$91.17 - $95.39 $32,912 - $34,435	361 Added 3.53%	10,591 $1.01 Billion
Q4 2024 Mar 04, 2025	BUY	$92.08 - $98.18 $239,684 - $255,562	2,603 Added 34.13%	10,230 $946 Million
Q3 2024 Feb 28, 2025	BUY	$92.67 - $99.14 $143,823 - $153,865	1,552 Added 24.59%	7,863 $771 Million

Q2 2024 Mar 04, 2025	SELL	$91.24 - $94.6 $21,532 - $22,325	-236 Reduced 3.0%	7,627 $714 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

1,189

Shares Held

342M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Dogwood Wealth Management LLC Ishares Barclays Transaction History