A detailed history of Lgt Financial Advisors LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,691 shares of OEF stock, worth $715,886. This represents 2.08% of its overall portfolio holdings.

Number of Shares
2,691
Previous 2,147 25.34%
Holding current value
$715,886
Previous $582 Million 40.9%
% of portfolio
2.08%
Previous 1.78%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
N/A
544 Added 25.34%
2,691 $820 Million
Q1 2025

May 08, 2025

BUY
N/A
1,257 Added 141.24%
2,147 $582 Million
Q4 2024

Feb 14, 2025

BUY
N/A
167 Added 23.1%
890 $257 Million
Q3 2024

Oct 31, 2024

BUY
$266.03 - $266.03 $19,952 - $19,952
75 Added 11.57%
723 $200 Million
Q2 2024

Aug 05, 2024

SELL
$234.68 - $265.99 $94,576 - $107,193
-403 Reduced 38.34%
648 $171 Million
Q1 2024

May 02, 2024

SELL
$219.81 - $247.98 $54,732 - $61,747
-249 Reduced 19.15%
1,051 $260 Million
Q4 2023

Feb 12, 2024

BUY
$193.71 - $224.12 $251,823 - $291,356
1,300 New
1,300 $290 Million

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

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.