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 (IVE). 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 Q4 | ADDED | 38,608 | +11,201 | +40.9% | 1.73% | $8.2M | $211.29 |
| 2025 Q3 | ADDED | 27,407 | +2,791 | +11.3% | 1.25% | $5.7M | $204.79 |
| 2025 Q2 | ADDED | 24,616 | +3,898 | +18.8% | 1.20% | $4.8M | $192.97 |
| 2025 Q1 | ADDED | 20,718 | +5,317 | +34.5% | 1.08% | $3.9M | $187.40 |
| 2024 Q4 | ADDED | 15,401 | +633 | +4.3% | 0.78% | $2.9M | $186.96 |
| 2024 Q3 | ADDED | 14,768 | +789 | +5.6% | 0.79% | $2.9M | $192.07 |
| 2024 Q2 | ADDED | 13,979 | +687 | +5.2% | 0.79% | $2.5M | $176.28 |
| 2024 Q1 | INITIATED | 13,292 | — | — | 0.80% | $2.5M | — |
As of 2025 Q4 — sorted by position size