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

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 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 10,126 shares of IVW stock, worth $977,462. This represents 0.67% of its overall portfolio holdings.

Number of Shares
10,126
Previous 10,300 1.69%
Holding current value
$977,462
Previous $986 Million 4.25%
% of portfolio
0.67%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,008
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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