Dogwood Wealth Management LLC Ishares Tr Transaction History

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 16,794 shares of IYR stock, worth $1.59 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
16,794
Previous 14,322 17.26%
Holding current value
$1.59 Million
Previous $1.26 Billion 24.37%
% of portfolio
0.83%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
BUY
$90.74 - $102.87 $224,309 - $254,294
2,472 Added 17.26%
16,794 $1.56 Billion
Q3 2024

Feb 28, 2025
BUY
$86.93 - $103.61 $196,374 - $234,054
2,259 Added 19.29%
13,970 $1.42 Billion
Q2 2024

Mar 04, 2025
BUY
$81.6 - $89.23 $28,723 - $31,408
352 Added 2.52%
14,322 $1.26 Billion
Q1 2024

Feb 28, 2025
BUY
$85.32 - $92.22 $93,254 - $100,796
1,093 Added 10.29%
11,711 $1.05 Billion
Q4 2023

Feb 28, 2025
BUY
$73.28 - $92.46 $778,087 - $981,740
10,618 New
10,618 $971 Million

Others Institutions Holding IYR

# of Institutions
615
Shares Held
57.5M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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