Ishares Tr dev val factor shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 779 | 35.48 |
| 2025-06-30 | $26k | 798 | 32.88 |
| 2025-03-31 | $23k | 755 | 30.31 |
| 2024-12-31 | $17k | 608 | 27.09 |
| 2024-09-30 | $354 | 12 | 29.50 |
| 2024-03-31 | $111k | 3.9k | 28.23 |
| 2023-12-31 | $132k | 5.0k | 26.51 |
| 2023-09-30 | $215k | 8.5k | 25.36 |
| 2023-06-30 | $218k | 8.6k | 25.45 |
| 2022-12-31 | $331k | 14k | 23.17 |