Lantz Financial LLC Ishares S&P 500 Growth ETF Transaction History

Lantz Financial LLC

$378 Million
Q2 2025

A detailed history of Lantz Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lantz Financial LLC holds 54,137 shares of IVW stock, worth $6.21 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

54,137

Previous 56,610 4.37%

Holding current value

$6.21 Million

Previous $5.24 Million 13.76%

% of portfolio

1.58%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$82.96 - $110.1 $205,160 - $272,277	-2,473 Reduced 4.37%	54,137 $5.96 Million
Q1 2025 Apr 08, 2025	BUY	$92.45 - $106.69 $277,719 - $320,496	3,004 Added 5.6%	56,610 $5.24 Million
Q4 2024 Jan 21, 2025	BUY	$94.43 - $105.47 $63,456 - $70,875	672 Added 1.27%	53,606 $5.44 Million
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $81,379 - $93,244	960 Added 1.85%	52,934 $5.07 Million
Q2 2024 Jul 10, 2024	BUY	$79.31 - $93.31 $1.44 Million - $1.69 Million	18,156 Added 53.69%	51,974 $4.81 Million
Q1 2024 Apr 10, 2024	BUY	$72.87 - $85.14 $1.56 Million - $1.82 Million	21,407 Added 172.48%	33,818 $2.86 Million
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $109,523 - $125,541	1,665 Added 15.49%	12,411 $932,000
Q3 2023 Oct 20, 2023	BUY	$68.05 - $72.66 $731,265 - $780,804	10,746 New	10,746 $735,000

Others Institutions Holding IVW

# of Institutions

2,079

Shares Held

420M

Call Options Held

196K

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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Lantz Financial LLC Ishares S&P 500 Growth ETF Transaction History