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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 9,930 shares of IVW stock, worth $1.04 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
9,930
Previous 9,883 0.48%
Holding current value
$1.04 Million
Previous $915 Million 3.96%
% of portfolio
0.52%
Previous 0.55%

Shares

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

Oct 07, 2024
BUY
$84.77 - $97.13 $3,984 - $4,565
47 Added 0.48%
9,930 $951 Million
Q2 2024

Aug 01, 2024
BUY
$79.31 - $93.31 $31,327 - $36,857
395 Added 4.16%
9,883 $915 Million
Q1 2024

Apr 29, 2024
BUY
$72.87 - $85.14 $36,070 - $42,144
495 Added 5.5%
9,488 $801 Million
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $591,559 - $678,072
8,993 New
8,993 $675 Million

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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