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 $5.64 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
117,330
Previous 94,342 24.37%
Holding current value
$5.64 Million
Previous $4.47 Billion 27.81%
% of portfolio
3.14%
Previous 2.69%

Shares

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

Oct 07, 2024
BUY
$47.18 - $48.74 $1.08 Million - $1.12 Million
22,988 Added 24.37%
117,330 $5.71 Billion
Q2 2024

Aug 01, 2024
BUY
$46.84 - $47.46 $639,974 - $648,445
13,663 Added 16.94%
94,342 $4.47 Billion
Q1 2024

Apr 29, 2024
BUY
$47.16 - $47.73 $1.31 Million - $1.33 Million
27,799 Added 52.57%
80,679 $3.83 Billion
Q4 2023

Feb 14, 2024
BUY
$46.0 - $47.56 $2.43 Million - $2.51 Million
52,880 New
52,880 $2.51 Billion

Others Institutions Holding ISTB

# of Institutions
388
Shares Held
57.7M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email