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

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

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 10,391 shares of IVW stock, worth $1.09 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
10,391
Previous 10,180 2.07%
Holding current value
$1.09 Million
Previous $1.03 Billion 6.67%
% of portfolio
0.48%
Previous 0.53%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$92.45 - $106.69 $19,506 - $22,511
211 Added 2.07%
10,391 $965 Million
Q4 2024

Jan 30, 2025
BUY
$94.43 - $105.47 $23,607 - $26,367
250 Added 2.52%
10,180 $1.03 Billion
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
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
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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