ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q1 2025
Shares 67 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 499 Value ($000) $23 Avg Close — Range —
Q3 2024
Shares 248 Value ($000) $11 Avg Close — Range —
Q2 2024
Shares 217 Value ($000) $10 Avg Close — Range —
Q1 2024
Shares 1,069 Value ($000) $53 Avg Close — Range —
Q4 2023
Shares 1,006 Value ($000) $44 Avg Close — Range —
Q3 2023
Shares 520 Value ($000) $25 Avg Close — Range —
Q2 2023
Shares 568 Value ($000) $24 Avg Close — Range —
Q4 2022
Shares 6 Value ($000) $0 Avg Close — Range —