Lakeridge Wealth Management LLC Ishares Tr Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 11,683 shares of IDV stock, worth $350,490. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,683
Previous 11,328 3.13%
Holding current value
$350,490
Previous $318 Million 1.77%
% of portfolio
0.19%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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