Lantern Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,168 shares of IJR stock, worth $250,772. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,168
Previous 2,475 12.4%
Holding current value
$250,772
Previous $273 Million 15.44%
% of portfolio
0.17%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $31,353 - $34,040
-307 Reduced 12.4%
2,168 $231 Million
Q1 2024

May 14, 2024
BUY
$102.35 - $110.52 $1,228 - $1,326
12 Added 0.49%
2,475 $273 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $215,783 - $271,200
2,463 New
2,463 $267 Million

Others Institutions Holding IJR

# of Institutions
2,518
Shares Held
493M
Call Options Held
736K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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