A detailed history of Lido Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Lido Advisors, LLC holds 89,029 shares of IBHG stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
89,029
Previous 78,254 13.77%
Holding current value
$1.98 Million
Previous $1.72 Million 16.77%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$21.89 - $22.6 $235,864 - $243,515
10,775 Added 13.77%
89,029 $2.01 Million
Q2 2024

Aug 14, 2024

BUY
$21.73 - $22.12 $521,715 - $531,079
24,009 Added 44.26%
78,254 $1.72 Million
Q1 2024

May 15, 2024

BUY
$22.0 - $22.38 $261,954 - $266,478
11,907 Added 28.12%
54,245 $1.21 Million
Q4 2023

Feb 14, 2024

BUY
$20.98 - $22.35 $888,251 - $946,254
42,338 New
42,338 $940,000

Others Institutions Holding IBHG

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido 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 Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.