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

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,213 shares of IVW stock, worth $1.24 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

10,213

Previous 10,391 1.71%

Holding current value

$1.24 Million

Previous $965 Million 16.58%

% of portfolio

0.52%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$82.96 - $110.1 $14,766 - $19,597	-178 Reduced 1.71%	10,213 $1.12 Billion
Q1 2025 Apr 16, 2025	BUY	$92.45 - $106.69 $19,506 - $22,511	211 Added 2.07%	10,391 $965 Million
Q4 2024 Jan 30, 2025	BUY	$94.43 - $105.47 $23,607 - $26,367	250 Added 2.52%	10,180 $1.03 Billion
Q3 2024 Oct 07, 2024	BUY	$84.77 - $97.13 $3,984 - $4,565	47 Added 0.48%	9,930 $951 Million
Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $31,327 - $36,857	395 Added 4.16%	9,883 $915 Million
Q1 2024 Apr 29, 2024	BUY	$72.87 - $85.14 $36,070 - $42,144	495 Added 5.5%	9,488 $801 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $591,559 - $678,072	8,993 New	8,993 $675 Million

Others Institutions Holding IVW

# of Institutions

2,095

Shares Held

424M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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