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

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

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 4,795 shares of IJR stock, worth $534,930. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,795
Previous 5,761 16.77%
Holding current value
$534,930
Previous $664 Million 24.46%
% of portfolio
0.25%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$102.49 - $119.96 $99,005 - $115,881
-966 Reduced 16.77%
4,795 $501 Million
Q4 2024

Jan 30, 2025
BUY
$113.92 - $127.38 $7,746 - $8,661
68 Added 1.19%
5,761 $664 Million
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
2,813
Shares Held
559M
Call Options Held
533K
Put Options Held
389K
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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