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

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 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 146,247 shares of STIP stock, worth $15 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares
146,247
Previous 149,209 1.99%
Holding current value
$15 Million
Previous $14.8 Billion 0.12%
% of portfolio
8.52%
Previous 10.03%

Shares

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

Feb 28, 2025
SELL
$98.99 - $101.51 $293,208 - $300,672
-2,962 Reduced 1.99%
146,247 $14.8 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
673
Shares Held
58.7M
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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