Lakeridge Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,472 shares of IJR stock, worth $633,110. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,472
Previous 6,070
9.85%
Holding current value
$633,110
Previous $671 Million
13.0%
% of portfolio
0.35%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio