Lakeridge Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 117,330 shares of ISTB stock, worth $5.61 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
117,330
Previous 94,342
24.37%
Holding current value
$5.61 Million
Previous $4.47 Billion
27.81%
% of portfolio
3.14%
Previous 2.69%
Shares
4 transactions
Others Institutions Holding ISTB
# of Institutions
389Shares Held
59.2MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA9.75MShares$466 Million4.95% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$231 Million0.63% of portfolio
-
Trust Point Inc. La Crosse, WI3.14MShares$150 Million11.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.12MShares$149 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$85.3 Million0.0% of portfolio