Lakeridge Wealth Management LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,523 shares of IVV stock, worth $6.3 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

10,523

Previous 10,342 1.75%

Holding current value

$6.3 Million

Previous $6.09 Billion 2.88%

% of portfolio

2.96%

Previous 3.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$554.06 - $615.85 $100,284 - $111,468	181 Added 1.75%	10,523 $5.91 Billion
Q4 2024 Jan 30, 2025	BUY	$570.51 - $610.59 $245,319 - $262,553	430 Added 4.34%	10,342 $6.09 Billion
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

3,922

Shares Held

821M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Lakeridge Wealth Management LLC Ishares Core S&P 500 ETF Transaction History