Lakeridge Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,472 shares of IJR stock, worth $625,723. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,472
Previous 6,070 9.85%
Holding current value
$625,723
Previous $671 Million 13.0%
% of portfolio
0.35%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$102.13 - $110.88 $61,073 - $66,306
-598 Reduced 9.85%
5,472 $584 Million
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $96,925 - $104,662
947 Added 18.49%
6,070 $671 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $448,826 - $564,093
5,123 New
5,123 $555 Million

Others Institutions Holding IJR

# of Institutions
2,476
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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