Lakeridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,874 shares of IWD stock, worth $538,472. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,874
Previous 2,862 0.42%
Holding current value
$538,472
Previous $499 Million 9.21%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Oct 07, 2024
BUY
$173.36 - $189.8 $2,080 - $2,277
12 Added 0.42%
2,874 $545 Million
Q2 2024

Aug 01, 2024
BUY
$169.4 - $179.05 $283,406 - $299,550
1,673 Added 140.71%
2,862 $499 Million
Q1 2024

Apr 29, 2024
SELL
$161.84 - $179.11 $27,998 - $30,986
-173 Reduced 12.7%
1,189 $213 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $195,705 - $225,683
1,362 New
1,362 $225 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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