ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 3,861 Value ($000) $2,584 Avg Close — Range —
Q2 2025
Shares 3,698 Value ($000) $2,299 Avg Close — Range —
Q1 2025
Shares 4,359 Value ($000) $2,453 Avg Close — Range —
Q4 2024
Shares 4,129 Value ($000) $2,434 Avg Close — Range —
Q3 2024
Shares 3,809 Value ($000) $2,199 Avg Close — Range —
Q2 2024
Shares 3,930 Value ($000) $2,152 Avg Close — Range —
Q1 2024
Shares 4,586 Value ($000) $2,413 Avg Close — Range —
Q4 2023
Shares 4,268 Value ($000) $2,038 Avg Close — Range —
Q3 2023
Shares 3,253 Value ($000) $1,397 Avg Close — Range —
Q2 2023
Shares 2,456 Value ($000) $1,095 Avg Close — Range —
Q4 2022
Shares 8 Value ($000) $3 Avg Close — Range —