Lakeridge Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,610 shares of IVE stock, worth $1.31 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
6,610
Previous 6,664
0.81%
Holding current value
$1.31 Million
Previous $1.27 Billion
0.97%
% of portfolio
0.63%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,713Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.7 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.74 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.7 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.38 Billion0.54% of portfolio