Lakeridge Wealth Management LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 9,912 shares of IVV stock, worth $5.92 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
9,912
Previous 9,786 1.29%
Holding current value
$5.92 Million
Previous $5.36 Billion 6.76%
% of portfolio
3.14%
Previous 3.22%

Shares

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

Oct 07, 2024
BUY
$520.18 - $576.82 $65,542 - $72,679
126 Added 1.29%
9,912 $5.72 Billion
Q2 2024

Aug 01, 2024
BUY
$497.53 - $549.64 $541,312 - $598,008
1,088 Added 12.51%
9,786 $5.36 Billion
Q1 2024

Apr 29, 2024
BUY
$469.56 - $525.73 $688,374 - $770,720
1,466 Added 20.27%
8,698 $4.57 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $2.98 Million - $3.46 Million
7,232 New
7,232 $3.45 Billion

Others Institutions Holding IVV

# of Institutions
3,444
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

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