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

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 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 9,883 shares of IVW stock, worth $923,072. This represents 0.55% of its overall portfolio holdings.

Number of Shares
9,883
Previous 9,488 4.16%
Holding current value
$923,072
Previous $801 Million 14.15%
% of portfolio
0.55%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,757
Shares Held
431M
Call Options Held
281K
Put Options Held
217K
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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