Lido Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Lido Advisors, LLC

$31.4 Billion
Q3 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Lido Advisors, LLC holds 204,122 shares of IBMQ stock, worth $5.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

204,122

Previous 185,542 10.01%

Holding current value

$5.21 Million

Previous $4.71 Million 11.01%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$25.37 - $25.79 $471,374 - $479,178	18,580 Added 10.01%	204,122 $5.23 Million
Q2 2025 Aug 13, 2025	BUY	$24.88 - $25.41 $420,024 - $428,971	16,882 Added 10.01%	185,542 $4.71 Million
Q1 2025 May 15, 2025	BUY	$25.08 - $25.39 $2.99 Million - $3.02 Million	119,051 Added 239.98%	168,660 $4.27 Million
Q4 2024 Feb 14, 2025	BUY	$25.06 - $25.59 $573,473 - $585,601	22,884 Added 85.63%	49,609 $1.25 Million
Q3 2024 Nov 14, 2024	BUY	$24.91 - $25.63 $342,313 - $352,207	13,742 Added 105.85%	26,725 $684,000

Q2 2024 Aug 14, 2024	SELL	$24.81 - $25.19 $35,006 - $35,543	-1,411 Reduced 9.8%	12,983 $324,000
Q1 2024 May 15, 2024	SELL	$25.27 - $25.61 $2,703 - $2,740	-107 Reduced 0.74%	14,394 $363,000
Q4 2023 Feb 14, 2024	BUY	$24.26 - $25.61 $33,308 - $35,162	1,373 Added 10.46%	14,501 $371,000
Q3 2023 Nov 14, 2023	BUY	$24.41 - $25.28 $320,454 - $331,875	13,128 New	13,128 $320,000

Others Institutions Holding IBMQ

# of Institutions

179

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Lido Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History