Lakeridge Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 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 9,786 shares of IVV stock, worth $5.53 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
9,786
Previous 8,698
12.51%
Holding current value
$5.53 Million
Previous $4.57 Billion
17.12%
% of portfolio
3.22%
Previous 2.96%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,323Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio