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

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,385 shares of IVE stock, worth $1.34 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

6,385

Previous 6,366 0.3%

Holding current value

$1.34 Million

Previous $1.24 Billion 5.98%

% of portfolio

0.59%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$194.44 - $206.51 $3,694 - $3,923	19 Added 0.3%	6,385 $1.32 Billion
Q2 2025 Aug 07, 2025	SELL	$168.34 - $195.42 $41,074 - $47,682	-244 Reduced 3.69%	6,366 $1.24 Billion
Q1 2025 Apr 16, 2025	SELL	$185.78 - $198.58 $10,032 - $10,723	-54 Reduced 0.81%	6,610 $1.26 Billion
Q4 2024 Jan 30, 2025	BUY	$189.5 - $206.17 $61,777 - $67,211	326 Added 5.14%	6,664 $1.27 Billion
Q3 2024 Oct 07, 2024	BUY	$181.06 - $197.17 $18,830 - $20,505	104 Added 1.67%	6,338 $1.25 Billion

Q2 2024 Aug 01, 2024	BUY	$176.58 - $186.7 $24,191 - $25,577	137 Added 2.25%	6,234 $1.13 Billion
Q1 2024 Apr 29, 2024	BUY	$171.09 - $186.81 $234,222 - $255,742	1,369 Added 28.96%	6,097 $1.14 Billion
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $698,041 - $823,664	4,728 New	4,728 $822 Million

Others Institutions Holding IVE

# of Institutions

1,765

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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