Lakeridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 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 2,862 shares of IWD stock, worth $527,838. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,862
Previous 1,189 140.71%
Holding current value
$527,838
Previous $213 Million 134.57%
% of portfolio
0.3%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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