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

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

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 9,516 shares of IVW stock, worth $1.15 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

9,516

Previous 9,601 0.89%

Holding current value

$1.15 Million

Previous $1.06 Billion 8.68%

% of portfolio

0.61%

Previous 0.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	SELL	$108.97 - $121.65 $9,262 - $10,340	-85 Reduced 0.89%	9,516 $1.15 Billion
Q2 2025 Aug 14, 2025	SELL	$82.96 - $110.1 $43,554 - $57,802	-525 Reduced 5.18%	9,601 $1.06 Billion
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $16,430 - $18,351	-174 Reduced 1.69%	10,126 $1.03 Billion
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

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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