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

Lantern Wealth Advisors, LLC

$168 Billion
Q2 2025

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 7,754 shares of QUAL stock, worth $1.48 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

7,754

Previous 6,120 26.7%

Holding current value

$1.48 Million

Previous $1.09 Billion 30.08%

% of portfolio

0.84%

Previous 0.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$152.42 - $182.82 $249,054 - $298,727	1,634 Added 26.7%	7,754 $1.42 Billion
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

1,654

Shares Held

253M

Call Options Held

17.9K

Put Options Held

18.1K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

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