Lakeridge Wealth Management LLC Ishares Tr Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 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 12,563 shares of IDV stock, worth $480,157. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,563
Previous 12,647 0.66%
Holding current value
$480,157
Previous $462 Million 7.22%
% of portfolio
0.23%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$35.91 - $38.56 $3,016 - $3,239
-84 Reduced 0.66%
12,563 $496 Million
Q3 2025

Oct 17, 2025
BUY
$34.54 - $37.28 $33,296 - $35,937
964 Added 8.25%
12,647 $462 Million
Q2 2024

Aug 01, 2024
BUY
$26.94 - $30.1 $9,563 - $10,685
355 Added 3.13%
11,683 $323 Million
Q1 2024

Apr 29, 2024
BUY
$26.95 - $28.13 $79,637 - $83,124
2,955 Added 35.29%
11,328 $318 Million
Q4 2023

Feb 14, 2024
BUY
$24.46 - $28.13 $204,803 - $235,532
8,373 New
8,373 $234 Million

Others Institutions Holding IDV

# of Institutions
583
Shares Held
91.6M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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