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

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,083 shares of IVV stock, worth $1.41 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

2,083

Previous 2,062 1.02%

Holding current value

$1.41 Million

Previous $1.28 Billion 8.9%

% of portfolio

0.74%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	BUY	$620.67 - $670.08 $13,034 - $14,071	21 Added 1.02%	2,083 $1.39 Billion
Q2 2025 Aug 14, 2025	SELL	$498.8 - $620.9 $220,469 - $274,437	-442 Reduced 17.65%	2,062 $1.28 Billion
Q4 2024 Feb 14, 2025	SELL	$570.51 - $610.59 $46,211 - $49,457	-81 Reduced 3.13%	2,504 $1.47 Billion
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $509,256 - $564,706	-979 Reduced 27.47%	2,585 $1.49 Billion
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $591,065 - $652,972	-1,188 Reduced 25.0%	3,564 $1.95 Billion

Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $38,034 - $42,584	81 Added 1.73%	4,752 $2.5 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $1.93 Million - $2.24 Million	4,671 New	4,671 $2.23 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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