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

Lantern Wealth Advisors, LLC

$168 Billion
Q2 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 9,601 shares of IVW stock, worth $1.16 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

9,601

Previous 10,126 5.18%

Holding current value

$1.16 Million

Previous $1.03 Billion 2.81%

% of portfolio

0.63%

Previous 0.67%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,094

Shares Held

424M

Call Options Held

246K

Put Options Held

101K

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