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

Lantern Wealth Advisors, LLC

  • $142 Billion
  • Q1 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 4,752 shares of IVV stock, worth $2.62 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
4,752
Previous 4,671 1.73%
Holding current value
$2.62 Million
Previous $2.23 Billion 11.97%
% of portfolio
1.76%
Previous 1.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,249
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email