Lantern Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Lantern Wealth Advisors, LLC

  • $168 Billion
  • Q2 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 3,201 shares of OEF stock, worth $851,562. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,201
Previous 1,900 68.47%
Holding current value
$851,562
Previous $549 Million 77.48%
% of portfolio
0.58%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
1,301 Added 68.47%
3,201 $974 Million
Q4 2024

Feb 14, 2025
BUY
N/A
54 Added 2.93%
1,900 $549 Million
Q3 2024

Nov 14, 2024
BUY
$266.03 - $266.03 $107,476 - $107,476
404 Added 28.02%
1,846 $511 Million
Q2 2024

Aug 14, 2024
BUY
$234.68 - $265.99 $60,312 - $68,359
257 Added 21.69%
1,442 $381 Million
Q1 2024

May 14, 2024
SELL
$219.81 - $247.98 $155,845 - $175,817
-709 Reduced 37.43%
1,185 $293 Million
Q4 2023

Feb 14, 2024
BUY
$193.71 - $224.12 $366,886 - $424,483
1,894 New
1,894 $423 Million

Others Institutions Holding OEF

# of Institutions
1,025
Shares Held
50.8M
Call Options Held
47.3K
Put Options Held
41.9K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email