Ownership history in Lantz Financial LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Lantz Financial LLC reported a position in ISHARES TR (IBMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 40,889 | +2,596 | +6.8% | 0.24% | $1.1M | $26.63 |
| 2025 Q2 | ADDED | 38,293 | +1,173 | +3.2% | 0.26% | $1.0M | $26.46 |
| 2025 Q1 | ADDED | 37,120 | +1,198 | +3.3% | 0.27% | $993K | $26.30 |
| 2024 Q4 | ADDED | 35,922 | +8,068 | +29.0% | 0.25% | $956K | $26.08 |
| 2024 Q3 | ADDED | 27,854 | +3,374 | +13.8% | 0.20% | $743K | $25.95 |
| 2024 Q2 | REDUCED | 24,480 | -1,002 | -3.9% | 0.20% | $648K | $25.65 |
| 2024 Q1 | ADDED | 25,482 | +4,794 | +23.2% | 0.22% | $674K | $25.49 |
| 2023 Q4 | INITIATED | 20,688 | — | — | 0.20% | $549K | — |