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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 9,912 shares of IVV stock, worth $5.93 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
9,912
Previous 9,786 1.29%
Holding current value
$5.93 Million
Previous $5.36 Billion 6.76%
% of portfolio
3.14%
Previous 3.22%

Shares

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

Oct 07, 2024
BUY
$520.18 - $576.82 $65,542 - $72,679
126 Added 1.29%
9,912 $5.72 Billion
Q2 2024

Aug 01, 2024
BUY
$497.53 - $549.64 $541,312 - $598,008
1,088 Added 12.51%
9,786 $5.36 Billion
Q1 2024

Apr 29, 2024
BUY
$469.56 - $525.73 $688,374 - $770,720
1,466 Added 20.27%
8,698 $4.57 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $2.98 Million - $3.46 Million
7,232 New
7,232 $3.45 Billion

Others Institutions Holding IVV

# of Institutions
3,395
Shares Held
669M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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