Dogwood Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 39,445 shares of STIP stock, worth $4.06 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
39,445
Previous 38,926 1.33%
Holding current value
$4.06 Million
Previous $3.99 Billion 2.21%
% of portfolio
1.85%
Previous 1.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$102.4 - $103.88 $53,145 - $53,913
519 Added 1.33%
39,445 $4.08 Billion
Q2 2025

Jul 18, 2025
SELL
$102.02 - $103.5 $455,519 - $462,127
-4,465 Reduced 10.29%
38,926 $3.99 Billion
Q1 2025

Apr 30, 2025
SELL
$100.59 - $103.47 $541,878 - $557,392
-5,387 Reduced 11.04%
43,391 $4.49 Billion
Q4 2024

Mar 04, 2025
SELL
$100.24 - $101.35 $9.93 Million - $10 Million
-99,096 Reduced 67.01%
48,778 $4.91 Billion
Q3 2024

Feb 28, 2025
SELL
$98.99 - $101.51 $293,208 - $300,672
-2,962 Reduced 1.99%
146,247 $14.8 Billion
Q2 2024

Mar 04, 2025
BUY
$98.69 - $99.57 $160,568 - $162,000
1,627 Added 1.11%
147,874 $14.7 Billion
Q1 2024

Feb 28, 2025
BUY
$98.36 - $99.47 $2.34 Million - $2.36 Million
23,773 Added 18.95%
149,209 $14.8 Billion
Q4 2023

Feb 28, 2025
BUY
$96.33 - $98.68 $12.1 Million - $12.4 Million
125,436 New
125,436 $12.4 Billion

Others Institutions Holding STIP

# of Institutions
858
Shares Held
79.8M
Call Options Held
5.6K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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