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 4,132 shares of QUAL stock, worth $731,942. This represents 0.51% of its overall portfolio holdings.

Number of Shares
4,132
Previous 3,633 13.74%
Holding current value
$731,942
Previous $597 Million 18.18%
% of portfolio
0.51%
Previous 0.42%

Shares

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

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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