Lido Advisors, LLC Ishares Tr Transaction History

Lido Advisors, LLC

$25.9 Billion
Q2 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 20,951 shares of ITA stock, worth $4.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,951

Previous 21,256 1.43%

Holding current value

$4.32 Million

Previous $3.25 Million 21.45%

% of portfolio

0.02%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$135.31 - $188.64 $41,269 - $57,535	-305 Reduced 1.43%	20,951 $3.95 Million
Q1 2025 May 15, 2025	BUY	$144.84 - $159.5 $50,838 - $55,984	351 Added 1.68%	21,256 $3.25 Million
Q4 2024 Feb 14, 2025	BUY	$144.31 - $157.31 $126,559 - $137,960	877 Added 4.38%	20,905 $3.04 Million
Q3 2024 Nov 14, 2024	BUY	$131.58 - $149.64 $4,342 - $4,938	33 Added 0.17%	20,028 $3 Million
Q2 2024 Aug 14, 2024	SELL	$127.05 - $137.39 $185,874 - $201,001	-1,463 Reduced 6.82%	19,995 $2.64 Million
Q1 2024 May 15, 2024	SELL	$119.3 - $131.93 $66,808 - $73,880	-560 Reduced 2.54%	21,458 $2.83 Million
Q4 2023 Feb 14, 2024	BUY	$103.16 - $126.68 $1.14 Million - $1.39 Million	11,004 Added 99.91%	22,018 $2.79 Million
Q3 2023 Nov 14, 2023	SELL	$105.4 - $118.17 $123,845 - $138,849	-1,175 Reduced 9.64%	11,014 $1.17 Million
Q2 2023 Aug 09, 2023	SELL	$108.66 - $117.41 $39,008 - $42,150	-359 Reduced 2.86%	12,189 $1.42 Million
Q1 2023 May 15, 2023	SELL	$108.43 - $117.74 $352,831 - $383,125	-3,254 Reduced 20.59%	12,548 $1.44 Million
Q4 2022 Feb 14, 2023	SELL	$93.07 - $114.11 $98,188 - $120,386	-1,055 Reduced 6.26%	15,802 $1.77 Million
Q3 2022 Nov 14, 2022	SELL	$91.19 - $108.67 $562,733 - $670,602	-6,171 Reduced 26.8%	16,857 $1.54 Million
Q2 2022 Aug 15, 2022	SELL	$93.66 - $112.65 $611,131 - $735,041	-6,525 Reduced 22.08%	23,028 $2.28 Million
Q1 2022 May 17, 2022	BUY	$98.82 - $112.95 $634,523 - $725,251	6,421 Added 27.76%	29,553 $3.27 Million
Q3 2020 Nov 12, 2020	SELL	$77.31 - $86.07 $81,716 - $90,975	-1,057 Reduced 4.37%	23,132 $3.66 Million
Q2 2020 Aug 12, 2020	BUY	$67.92 - $96.92 $35,658 - $50,883	525 Added 2.22%	24,189 $3.99 Million
Q1 2020 May 13, 2020	BUY	$58.76 - $119.9 $1.33 Million - $2.71 Million	22,579 Added 2081.01%	23,664 $3.4 Million
Q1 2019 May 10, 2019	SELL	$84.17 - $104.72 $2.59 Million - $3.22 Million	-30,722 Reduced 96.59%	1,085 $216,000
Q3 2018 Nov 14, 2018	BUY	$96.46 - $108.81 $2.95 Million - $3.33 Million	30,622 Added 2584.14%	31,807 $6.91 Million
Q3 2017 Nov 13, 2017	BUY	$88.6 - $89.39 $104,991 - $105,927	1,185	1,185 $213,000

Others Institutions Holding ITA

# of Institutions

881

Shares Held

21.4M

Call Options Held

1.04M

Put Options Held

441K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

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.

Account

Lido Advisors, LLC Ishares Tr Transaction History