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

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

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 48,778 shares of STIP stock, worth $5 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
48,778
Previous 147,874 67.01%
Holding current value
$5 Million
Previous $14.7 Billion 66.65%
% of portfolio
2.6%
Previous 9.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
689
Shares Held
58.1M
Call Options Held
22.7K
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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