A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 10,300 shares of IVW stock, worth $1.07 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
10,300
Previous 6,736 52.91%
Holding current value
$1.07 Million
Previous $623 Million 58.23%
% of portfolio
0.68%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$84.77 - $97.13 $302,120 - $346,171
3,564 Added 52.91%
10,300 $986 Million
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $115,158 - $135,486
1,452 Added 27.48%
6,736 $623 Million
Q1 2024

May 14, 2024

BUY
$72.87 - $85.14 $385,045 - $449,879
5,284 New
5,284 $446 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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