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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
2024-03-31 $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

Coca-Cola Company (KO)
Exxon Mobil Corporation (XOM)
Pfizer (PFE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Ishares Tr Cmbs Etf (CMBS)
Invesco Actively Managed Etf Total Return (GTO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index