Lakeridge Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Lakeridge Wealth Management LLC

$194 Billion
Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,664 shares of IVE stock, worth $1.31 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

6,664

Previous 6,338 5.14%

Holding current value

$1.31 Million

Previous $1.25 Billion 1.79%

% of portfolio

0.66%

Previous 0.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$189.5 - $206.17 $61,777 - $67,211	326 Added 5.14%	6,664 $1.27 Billion
Q3 2024 Oct 07, 2024	BUY	$181.06 - $197.17 $18,830 - $20,505	104 Added 1.67%	6,338 $1.25 Billion
Q2 2024 Aug 01, 2024	BUY	$176.58 - $186.7 $24,191 - $25,577	137 Added 2.25%	6,234 $1.13 Billion
Q1 2024 Apr 29, 2024	BUY	$171.09 - $186.81 $234,222 - $255,742	1,369 Added 28.96%	6,097 $1.14 Billion
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $698,041 - $823,664	4,728 New	4,728 $822 Million

Others Institutions Holding IVE

# of Institutions

1,576

Shares Held

140M

Call Options Held

83.1K

Put Options Held

27.9K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Lakeridge Wealth Management LLC Ishares S&P 500 Value ETF Transaction History