iShares S&P 100 Index shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in iShares S&P 100 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 100 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 100 Index by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.1k | 332.80 |
| 2025-06-30 | $819k | 2.7k | 304.40 |
| 2025-03-31 | $583k | 2.1k | 271.50 |
| 2024-12-31 | $257k | 890 | 288.80 |
| 2024-09-30 | $200k | 723 | 276.80 |
| 2024-06-30 | $171k | 648 | 264.32 |
| 2024-03-31 | $260k | 1.1k | 247.39 |
| 2023-12-31 | $291k | 1.3k | 223.44 |