Lakeridge Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 94,342 shares of ISTB stock, worth $4.59 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
94,342
Previous 80,679
16.94%
Holding current value
$4.59 Million
Previous $3.83 Billion
16.76%
% of portfolio
2.69%
Previous 2.48%
Shares
3 transactions
Others Institutions Holding ISTB
# of Institutions
392Shares Held
58MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA9.75MShares$475 Million4.95% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$235 Million0.63% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.12MShares$152 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI3.1MShares$151 Million11.79% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$86.8 Million0.0% of portfolio