Dogwood Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
A detailed history of Dogwood Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 19 shares of IEI stock, worth $2,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19
Previous 19
-0.0%
Holding current value
$2,268
Previous $2.24 Million
1.38%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
900Shares Held
120MCall Options Held
920KPut Options Held
933K-
Jpmorgan Chase & CO New York, NY16.5MShares$1.97 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC7.04MShares$840 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC5.64MShares$674 Million1.44% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$513 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million0.97% of portfolio