Lantern Wealth Advisors, LLC Ishares Core S&P 500 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 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

# of Institutions
3,380
Shares Held
671M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

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