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

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

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 $1.02 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
10,300
Previous 6,736 52.91%
Holding current value
$1.02 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

# of Institutions
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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