Lakeridge Wealth Management LLC Ishares Tr Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 4,689 shares of DVY stock, worth $659,460. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,689

Previous 6,659 29.58%

Holding current value

$659,460

Previous $946 Million 30.06%

% of portfolio

0.3%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$138.1 - $143.11 $272,057 - $281,926	-1,970 Reduced 29.58%	4,689 $662 Million
Q3 2025 Oct 17, 2025	SELL	$133.88 - $142.57 $40,164 - $42,771	-300 Reduced 4.31%	6,659 $946 Million
Q2 2025 Aug 07, 2025	SELL	$118.37 - $134.86 $36,102 - $41,132	-305 Reduced 4.2%	6,959 $924 Million
Q1 2025 Apr 16, 2025	BUY	$128.58 - $138.1 $53,103 - $57,035	413 Added 6.03%	7,264 $975 Million
Q3 2024 Oct 07, 2024	SELL	$119.99 - $135.74 $2,759 - $3,122	-23 Reduced 0.33%	6,851 $925 Million

Q2 2024 Aug 01, 2024	BUY	$115.73 - $125.75 $13,308 - $14,461	115 Added 1.7%	6,874 $832 Million
Q1 2024 Apr 29, 2024	SELL	$113.31 - $123.18 $378,115 - $411,051	-3,337 Reduced 33.05%	6,759 $833 Million
Q4 2023 Feb 14, 2024	BUY	$102.97 - $119.06 $1.04 Million - $1.2 Million	10,096 New	10,096 $1.18 Billion

Others Institutions Holding DVY

# of Institutions

1,487

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Account

Lakeridge Wealth Management LLC Ishares Tr Transaction History