Dogwood Wealth Management LLC Ishares Tr Ishares Core Msci P Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
A detailed history of Dogwood Wealth Management LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 31,380 shares of IPAC stock, worth $2.35 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
31,380
Previous 31,748
1.16%
Holding current value
$2.35 Million
Previous $2.15 Billion
7.41%
% of portfolio
1.05%
Previous 1.05%
Shares
8 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19.1MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc962KShares$72 Million0.15% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio