Lantern Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 6,120 shares of QUAL stock, worth $1.14 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

6,120

Previous 4,502 35.94%

Holding current value

$1.14 Million

Previous $807 Million 35.0%

% of portfolio

0.71%

Previous 0.56%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$176.42 - $186.91 $285,447 - $302,420	1,618 Added 35.94%	6,120 $1.09 Billion
Q3 2024 Nov 14, 2024	BUY	$162.64 - $179.3 $60,176 - $66,341	370 Added 8.95%	4,502 $807 Million
Q2 2024 Aug 14, 2024	BUY	$154.56 - $173.19 $77,125 - $86,421	499 Added 13.74%	4,132 $706 Million
Q1 2024 May 14, 2024	BUY	$144.62 - $165.44 $93,858 - $107,370	649 Added 21.75%	3,633 $597 Million
Q4 2023 Feb 14, 2024	BUY	$127.66 - $147.99 $380,937 - $441,602	2,984 New	2,984 $439 Million

Others Institutions Holding QUAL

# of Institutions

1,562

Shares Held

236M

Call Options Held

23.3K

Put Options Held

11.6K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

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.

Account

Lantern Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History