Lakeridge Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 4,714 shares of IJR stock, worth $550,830. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,714

Previous 4,683 0.66%

Holding current value

$550,830

Previous $556 Million 1.81%

% of portfolio

0.26%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$114.27 - $121.15 $3,542 - $3,755	31 Added 0.66%	4,714 $567 Million
Q3 2025 Oct 17, 2025	BUY	$108.46 - $120.63 $3,145 - $3,498	29 Added 0.62%	4,683 $556 Million
Q2 2025 Aug 07, 2025	SELL	$90.56 - $109.49 $12,768 - $15,438	-141 Reduced 2.94%	4,654 $509 Million
Q1 2025 Apr 16, 2025	SELL	$102.49 - $119.96 $99,005 - $115,881	-966 Reduced 16.77%	4,795 $501 Million
Q4 2024 Jan 30, 2025	BUY	$113.92 - $127.38 $7,746 - $8,661	68 Added 1.19%	5,761 $664 Million

Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $23,322 - $26,153	221 Added 4.04%	5,693 $666 Million
Q2 2024 Aug 01, 2024	SELL	$102.13 - $110.88 $61,073 - $66,306	-598 Reduced 9.85%	5,472 $584 Million
Q1 2024 Apr 29, 2024	BUY	$102.35 - $110.52 $96,925 - $104,662	947 Added 18.49%	6,070 $671 Million
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $448,826 - $564,093	5,123 New	5,123 $555 Million

Others Institutions Holding IJR

# of Institutions

2,889

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Lakeridge Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History