Lakeridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,862 shares of IWD stock, worth $532,847. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,862
Previous 1,189
140.71%
Holding current value
$532,847
Previous $213 Million
134.57%
% of portfolio
0.3%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.35 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.07 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.81 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.68 Billion0.14% of portfolio