iShares S&P 500 Index shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 3.9k | 669.26 |
| 2025-06-30 | $2.3M | 3.7k | 620.89 |
| 2025-03-31 | $2.5M | 4.4k | 568.14 |
| 2024-12-31 | $2.4M | 4.1k | 588.71 |
| 2024-09-30 | $2.2M | 3.8k | 589.73 |
| 2024-06-30 | $2.2M | 3.9k | 547.24 |
| 2024-03-31 | $2.4M | 4.6k | 527.40 |
| 2023-12-31 | $2.0M | 4.3k | 477.59 |
| 2023-09-30 | $1.4M | 3.3k | 429.47 |
| 2023-06-30 | $1.1M | 2.5k | 445.76 |
| 2022-12-31 | $3.1k | 8 | 389.25 |