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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
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

More positions owned by LGT Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LGT Financial Advisors

Top funds holding iShares S&P 100 Index

Demars Financial Group
Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Cresset Asset Management
Ieq Capital
LPL Financial
Merriman Wealth Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services

View all funds holding iShares S&P 100 Index