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 3,564 shares of IVV stock, worth $2.08 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
3,564
Previous 4,752 25.0%
Holding current value
$2.08 Million
Previous $2.5 Billion 21.94%
% of portfolio
1.41%
Previous 1.76%

Shares

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

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.