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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 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 5,693 shares of IJR stock, worth $668,301. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,693
Previous 5,472 4.04%
Holding current value
$668,301
Previous $584 Million 14.1%
% of portfolio
0.37%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$105.53 - $118.34 $23,322 - $26,153
221 Added 4.04%
5,693 $666 Million
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
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
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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