Dogwood Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,954 shares of IJR stock, worth $218,300. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,954
Previous 2,506 22.03%
Holding current value
$218,300
Previous $277 Million 17.48%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Feb 28, 2025
SELL
$105.53 - $118.34 $58,252 - $65,323
-552 Reduced 22.03%
1,954 $229 Million
Q1 2024

Feb 28, 2025
SELL
$102.35 - $110.52 $27,225 - $29,398
-266 Reduced 9.6%
2,506 $277 Million
Q4 2023

Feb 28, 2025
BUY
$87.61 - $110.11 $242,854 - $305,224
2,772 New
2,772 $300 Million

Others Institutions Holding IJR

# of Institutions
2,820
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

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