Lgt Financial Advisors LLC Ishares Tr Transaction History

Lgt Financial Advisors LLC

$45.2 Billion
Q4 2024

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 499 shares of IYE stock, worth $22,988. This represents 0.05% of its overall portfolio holdings.

Number of Shares

499

Previous 248 101.21%

Holding current value

$22,988

Previous $11.5 Million 97.87%

% of portfolio

0.05%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$43.93 - $51.37 $11,026 - $12,893	251 Added 101.21%	499 $22.7 Million
Q3 2024 Oct 31, 2024	BUY	$44.44 - $49.18 $1,377 - $1,524	31 Added 14.29%	248 $11.5 Million
Q2 2024 Aug 05, 2024	SELL	$46.21 - $51.17 $39,370 - $43,596	-852 Reduced 79.7%	217 $10.4 Million
Q1 2024 May 02, 2024	BUY	$41.9 - $49.4 $2,639 - $3,112	63 Added 6.26%	1,069 $52.8 Million
Q4 2023 Feb 12, 2024	BUY	$42.54 - $48.28 $20,674 - $23,464	486 Added 93.46%	1,006 $44.4 Million
Q3 2023 Nov 01, 2023	SELL	$41.76 - $48.97 $2,004 - $2,350	-48 Reduced 8.45%	520 $24.7 Million
Q2 2023 Aug 14, 2023	BUY	$40.39 - $45.87 $22,941 - $26,054	568 New	568 $24.3 Million
Q4 2022 Feb 14, 2023	BUY	$41.43 - $50.5 $248 - $303	6 New	6 $287,000

Others Institutions Holding IYE

# of Institutions

342

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Ishares Tr Transaction History