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iShares S&P 500 Value Index shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $104k 518 200.33
2024-06-30 $94k 517 182.01
2024-03-31 $126k 672 187.67
2023-12-31 $92k 528 173.89
2023-09-30 $101k 653 153.84
2023-06-30 $131k 813 161.19

More positions owned by LGT Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for LGT Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index