Lakeridge Wealth Management LLC Ishares Tr Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 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 7,264 shares of DVY stock, worth $919,695. This represents 0.49% of its overall portfolio holdings.

Number of Shares
7,264
Previous 6,851 6.03%
Holding current value
$919,695
Previous $900 Million 8.44%
% of portfolio
0.49%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,446
Shares Held
70.5M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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