Lantern Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Lantern Wealth Advisors, LLC

$144 Billion
Q3 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,585 shares of IVV stock, worth $1.56 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

2,585

Previous 3,564 27.47%

Holding current value

$1.56 Million

Previous $1.95 Billion 23.52%

% of portfolio

1.03%

Previous 1.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $509,256 - $564,706	-979 Reduced 27.47%	2,585 $1.49 Billion
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $591,065 - $652,972	-1,188 Reduced 25.0%	3,564 $1.95 Billion
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $38,034 - $42,584	81 Added 1.73%	4,752 $2.5 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $1.93 Million - $2.24 Million	4,671 New	4,671 $2.23 Billion

Others Institutions Holding IVV

# of Institutions

3,445

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Account

Lantern Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History