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 $1.21 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
6,610
Previous 6,664 0.81%
Holding current value
$1.21 Million
Previous $1.27 Billion 0.97%
% of portfolio
0.63%
Previous 0.66%

Shares

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

Apr 16, 2025
SELL
$185.78 - $198.58 $10,032 - $10,723
-54 Reduced 0.81%
6,610 $1.26 Billion
Q4 2024

Jan 30, 2025
BUY
$189.5 - $206.17 $61,777 - $67,211
326 Added 5.14%
6,664 $1.27 Billion
Q3 2024

Oct 07, 2024
BUY
$181.06 - $197.17 $18,830 - $20,505
104 Added 1.67%
6,338 $1.25 Billion
Q2 2024

Aug 01, 2024
BUY
$176.58 - $186.7 $24,191 - $25,577
137 Added 2.25%
6,234 $1.13 Billion
Q1 2024

Apr 29, 2024
BUY
$171.09 - $186.81 $234,222 - $255,742
1,369 Added 28.96%
6,097 $1.14 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $698,041 - $823,664
4,728 New
4,728 $822 Million

Others Institutions Holding IVE

# of Institutions
1,688
Shares Held
155M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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