Lakeridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

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 2,807 shares of IWD stock, worth $556,094. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,807
Previous 2,876 2.4%
Holding current value
$556,094
Previous $532 Million 0.81%
% of portfolio
0.26%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$182.82 - $196.21 $12,614 - $13,538
-69 Reduced 2.4%
2,807 $528 Million
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $366 - $399
2 Added 0.07%
2,876 $532 Million
Q3 2024

Oct 07, 2024
BUY
$173.36 - $189.8 $2,080 - $2,277
12 Added 0.42%
2,874 $545 Million
Q2 2024

Aug 01, 2024
BUY
$169.4 - $179.05 $283,406 - $299,550
1,673 Added 140.71%
2,862 $499 Million
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $27,998 - $30,986
-173 Reduced 12.7%
1,189 $213 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $195,705 - $225,683
1,362 New
1,362 $225 Million

Others Institutions Holding IWD

# of Institutions
1,923
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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