ETF Holdings Breakdown of LAD

LAD institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	17,543	USD 5,594,989
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	14,311	USD 4,564,207
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	842	USD 268,539 0.7%
2025-09-26	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	182	USD 58,045
Total =		32,878	USD 10,485,780

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with LAD

Stock Repurchase Plan Initiated by Lithia Motors (NYSE:LAD) Board

Lithia Motors (NYSE:LAD – Get Free Report) declared that its board has approved a stock buyback plan on Tuesday, August 26th, RTT News reports. The company plans to buyback $750.00 million in shares. This buyback authorization authorizes the company to purchase up to 9% of its stock through open market purchases. Stock buyback plans are […] - 2025-08-27 02:10:48

Maryland State Retirement & Pension System Reduces Stock Position in Lithia Motors, Inc. (NYSE:LAD)

Maryland State Retirement & Pension System lessened its stake in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 12.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,225 shares of the company’s stock after selling 174 shares during […] - 2025-08-17 05:17:02

Charles Schwab Investment Management Inc. Has $61.92 Million Stake in Lithia Motors, Inc. (NYSE:LAD)

Charles Schwab Investment Management Inc. increased its holdings in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 1.3% in the first quarter, Holdings Channel reports. The institutional investor owned 210,934 shares of the company’s stock after buying an additional 2,681 shares during the period. Charles Schwab Investment Management Inc.’s holdings in Lithia Motors were worth […] - 2025-08-15 05:08:59

Vanguard Group Inc. Trims Stock Position in Lithia Motors, Inc. (NYSE:LAD)

Vanguard Group Inc. trimmed its stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 1.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,672,253 shares of the company’s stock after selling 39,356 shares during the period. Vanguard Group Inc. owned approximately […] - 2025-08-13 04:54:53

Lithia Motors, Inc. (NYSE:LAD) Shares Sold by Federated Hermes Inc.

Federated Hermes Inc. lowered its position in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 5.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,092 shares of the company’s stock after selling 111 shares during the quarter. Federated Hermes Inc.’s holdings in Lithia Motors […] - 2025-08-08 05:13:17

New York State Common Retirement Fund Trims Holdings in Lithia Motors, Inc. (NYSE:LAD)

New York State Common Retirement Fund lowered its holdings in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 5.7% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,644 shares of the company’s stock after selling 1,000 shares during the period. New York State Common Retirement Fund […] - 2025-07-22 08:44:55

Envestnet Asset Management Inc. Trims Stake in Lithia Motors, Inc. (NYSE:LAD)

Envestnet Asset Management Inc. reduced its position in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 4.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 26,864 shares of the company’s stock after selling 1,110 shares during the period. Envestnet Asset Management Inc.’s holdings in Lithia Motors were […] - 2025-07-22 07:48:53

Arizona State Retirement System Sells 120 Shares of Lithia Motors, Inc. (NYSE:LAD)

Arizona State Retirement System lessened its stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 1.5% during the first quarter, HoldingsChannel reports. The firm owned 7,641 shares of the company’s stock after selling 120 shares during the period. Arizona State Retirement System’s holdings in Lithia Motors were worth $2,243,000 as of its most recent […] - 2025-07-18 05:14:48

Mutual of America Capital Management LLC Sells 362 Shares of Lithia Motors, Inc. (NYSE:LAD)

Mutual of America Capital Management LLC lowered its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 2.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,709 shares of the company’s stock after selling 362 shares during […] - 2025-07-17 06:09:47

Xponance Inc. Lowers Stake in Lithia Motors, Inc. (NYSE:LAD)

Xponance Inc. reduced its position in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 10.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,864 shares of the company’s stock after selling 441 shares during the quarter. Xponance […] - 2025-07-16 05:56:54

Lithia Motors, Inc. (NYSE:LAD) Shares Acquired by State of Michigan Retirement System

State of Michigan Retirement System grew its stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,387 shares of the company’s stock after purchasing an additional 100 shares during the quarter. State […] - 2025-07-15 06:29:00

Principal Financial Group Inc. Purchases 211 Shares of Lithia Motors, Inc. (NYSE:LAD)

Principal Financial Group Inc. lifted its stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 0.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 61,283 shares of the company’s stock after purchasing an additional 211 shares during the period. […] - 2025-07-11 05:30:54

Lithia Motors (NYSE:LAD) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Lithia Motors (NYSE:LAD – Get Free Report) had its target price upped by equities researchers at Wells Fargo & Company from $305.00 to $364.00 in a note issued to investors on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price objective suggests a potential upside of […] - 2025-07-11 03:02:58

Lithia Motors, Inc. (NYSE:LAD) Shares Sold by Amalgamated Bank

Amalgamated Bank lowered its stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 3.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,195 shares of the company’s stock after selling 468 shares during the period. Amalgamated Bank’s holdings in Lithia Motors were worth […] - 2025-07-04 05:24:54

Retirement Systems of Alabama Reduces Stock Holdings in Lithia Motors, Inc. (NYSE:LAD)

Retirement Systems of Alabama reduced its stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 4.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 69,724 shares of the company’s stock after selling 3,631 shares during the period. Retirement Systems of Alabama […] - 2025-06-22 05:25:07

Exchange Traded Concepts LLC Has $923,000 Stock Holdings in Lithia Motors, Inc. (NYSE:LAD)

Exchange Traded Concepts LLC increased its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 2.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 3,144 shares of the company’s stock after purchasing an additional 79 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Lithia Motors were worth $923,000 […] - 2025-06-20 05:21:58

Lithia Motors (NYSE:LAD) Price Target Raised to $500.00 at Bank of America

Lithia Motors (NYSE:LAD – Get Free Report) had its price target boosted by equities researchers at Bank of America from $430.00 to $500.00 in a report issued on Monday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Bank of America‘s target price points to a potential upside of 53.06% from the stock’s […] - 2025-06-18 03:03:05

Elevation Point Wealth Partners LLC Purchases 79 Shares of Lithia Motors, Inc. (NYSE:LAD)

Elevation Point Wealth Partners LLC increased its position in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 5.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,513 shares of the company’s stock after purchasing an additional 79 shares during […] - 2025-06-16 05:44:45

Two Sigma Investments LP Sells 39 Shares of Lithia Motors, Inc. (NYSE:LAD)

Two Sigma Investments LP lessened its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 3.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,000 shares of the company’s stock after selling 39 shares during the quarter. Two Sigma […] - 2025-06-11 04:28:49

ProShare Advisors LLC Grows Holdings in Lithia Motors, Inc. (NYSE:LAD)

ProShare Advisors LLC boosted its holdings in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 6.8% in the 4th quarter, Holdings Channel reports. The firm owned 1,245 shares of the company’s stock after purchasing an additional 79 shares during the period. ProShare Advisors LLC’s holdings in Lithia Motors were worth $445,000 as of its most […] - 2025-05-28 04:54:56

Nuveen Asset Management LLC Decreases Stake in Lithia Motors, Inc. (NYSE:LAD)

Nuveen Asset Management LLC reduced its position in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 10.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 86,579 shares of the company’s stock after selling 10,538 shares during the period. Nuveen Asset […] - 2025-05-22 05:59:00

Lithia Motors, Inc. (NYSE:LAD) Shares Sold by MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. reduced its position in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 9.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 7,442 shares of the company’s stock after selling 791 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings […] - 2025-05-21 05:40:53

BNP Paribas Financial Markets Purchases 2,675 Shares of Lithia Motors, Inc. (NYSE:LAD)

BNP Paribas Financial Markets raised its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 26.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 12,740 shares of the company’s stock after acquiring an additional 2,675 shares during the period. BNP Paribas Financial Markets’ holdings in Lithia Motors were worth […] - 2025-05-14 06:11:01

Hsbc Holdings PLC Sells 36 Shares of Lithia Motors, Inc. (NYSE:LAD)

Hsbc Holdings PLC lowered its position in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 921 shares of the company’s stock after selling 36 shares during the period. […] - 2025-05-09 05:38:59

Lithia Motors, Inc. (NYSE:LAD) Receives $361.20 Average Price Target from Analysts

Shares of Lithia Motors, Inc. (NYSE:LAD – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the ten research firms that are presently covering the stock, Marketbeat reports. Three equities research analysts have rated the stock with a hold recommendation and seven have assigned a buy recommendation to the company. The […] - 2025-05-09 04:24:47

Lithia Motors, Inc. (NYSE:LAD) Shares Bought by Mariner LLC

Mariner LLC lifted its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,475 shares of the company’s stock after buying an additional 42 shares during the […] - 2025-05-02 05:08:49

Lithia Motors (NYSE:LAD) Shares Down 3.8% After Earnings Miss

Lithia Motors, Inc. (NYSE:LAD – Get Free Report)’s stock price was down 3.8% during mid-day trading on Wednesday after the company announced weaker than expected quarterly earnings. The company traded as low as $283.49 and last traded at $284.26. Approximately 272,239 shares were traded during trading, a decline of 13% from the average daily volume […] - 2025-04-25 02:34:54

Townsquare Capital LLC Takes $317,000 Position in Lithia Motors, Inc. (NYSE:LAD)

Townsquare Capital LLC purchased a new position in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 887 shares of the company’s stock, valued at approximately $317,000. Several other institutional investors […] - 2025-04-22 04:58:57

Wells Fargo & Company MN Acquires 1,546 Shares of Lithia Motors, Inc. (NYSE:LAD)

Wells Fargo & Company MN increased its position in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 5.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 30,685 shares of the company’s stock after acquiring an additional 1,546 shares during the period. Wells Fargo & Company MN’s holdings in Lithia Motors were worth […] - 2025-04-17 04:53:10

Federated Hermes Inc. Lowers Holdings in Lithia Motors, Inc. (NYSE:LAD)

Federated Hermes Inc. trimmed its position in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 1.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 2,203 shares of the company’s stock after selling 42 shares during the period. Federated Hermes Inc.’s holdings in Lithia Motors were worth $787,000 as of its most […] - 2025-04-16 05:51:08

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