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

Lantern Wealth Advisors, LLC

  • $168 Billion
  • Q2 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,045 shares of IJR stock, worth $243,007. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,045
Previous 2,114 3.26%
Holding current value
$243,007
Previous $244 Million 8.27%
% of portfolio
0.13%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$90.56 - $109.49 $6,248 - $7,554
-69 Reduced 3.26%
2,045 $224 Million
Q4 2024

Feb 14, 2025
BUY
$113.92 - $127.38 $1,708 - $1,910
15 Added 0.71%
2,114 $244 Million
Q3 2024

Nov 14, 2024
SELL
$105.53 - $118.34 $7,281 - $8,165
-69 Reduced 3.18%
2,099 $246 Million
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $31,353 - $34,040
-307 Reduced 12.4%
2,168 $231 Million
Q1 2024

May 14, 2024
BUY
$102.35 - $110.52 $1,228 - $1,326
12 Added 0.49%
2,475 $273 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $215,783 - $271,200
2,463 New
2,463 $267 Million

Others Institutions Holding IJR

# of Institutions
2,829
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

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