Lakeridge Wealth Management LLC Ishares Tr Transaction History

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,659 shares of DVY stock, worth $936,521. This represents 0.42% of its overall portfolio holdings.

Number of Shares

6,659

Previous 6,959 4.31%

Holding current value

$936,521

Previous $924 Million 2.39%

% of portfolio

0.42%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$133.88 - $142.57 $40,164 - $42,771	-300 Reduced 4.31%	6,659 $946 Million
Q2 2025 Aug 07, 2025	SELL	$118.37 - $134.86 $36,102 - $41,132	-305 Reduced 4.2%	6,959 $924 Million
Q1 2025 Apr 16, 2025	BUY	$128.58 - $138.1 $53,103 - $57,035	413 Added 6.03%	7,264 $975 Million
Q3 2024 Oct 07, 2024	SELL	$119.99 - $135.74 $2,759 - $3,122	-23 Reduced 0.33%	6,851 $925 Million
Q2 2024 Aug 01, 2024	BUY	$115.73 - $125.75 $13,308 - $14,461	115 Added 1.7%	6,874 $832 Million

Q1 2024 Apr 29, 2024	SELL	$113.31 - $123.18 $378,115 - $411,051	-3,337 Reduced 33.05%	6,759 $833 Million
Q4 2023 Feb 14, 2024	BUY	$102.97 - $119.06 $1.04 Million - $1.2 Million	10,096 New	10,096 $1.18 Billion

Others Institutions Holding DVY

# of Institutions

1,487

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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Lakeridge Wealth Management LLC Ishares Tr Transaction History