Lakeridge Wealth Management LLC Ishares Tr Core Conservative A Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 14,084 shares of AOK stock, worth $522,657. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,084
Previous 17,371 18.92%
Holding current value
$522,657
Previous $648 Million 18.21%
% of portfolio
0.27%
Previous 0.33%

Shares

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

Apr 16, 2025
SELL
$36.86 - $38.15 $121,158 - $125,399
-3,287 Reduced 18.92%
14,084 $530 Million
Q4 2024

Jan 30, 2025
BUY
$37.3 - $38.64 $1,715 - $1,777
46 Added 0.27%
17,371 $648 Million
Q3 2024

Oct 07, 2024
SELL
$36.8 - $38.71 $28,483 - $29,961
-774 Reduced 4.28%
17,325 $670 Million
Q2 2024

Aug 01, 2024
BUY
$35.66 - $37.13 $645,410 - $672,015
18,099 New
18,099 $668 Million

Others Institutions Holding AOK

# of Institutions
181
Shares Held
7.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

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