A detailed history of Lido Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 2,088,929 shares of IVW stock, worth $215 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
2,088,929
Previous 2,577,490 18.95%
Holding current value
$215 Million
Previous $239 Million 16.14%
% of portfolio
0.98%
Previous 1.34%

Shares

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

Nov 14, 2024

SELL
$84.77 - $97.13 $41.4 Million - $47.5 Million
-488,561 Reduced 18.95%
2,088,929 $200 Million
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $5.61 Million - $6.6 Million
70,739 Added 2.82%
2,577,490 $239 Million
Q1 2024

May 15, 2024

SELL
$72.87 - $85.14 $3.19 Million - $3.72 Million
-43,738 Reduced 1.71%
2,506,751 $212 Million
Q4 2023

Feb 14, 2024

BUY
$65.78 - $75.4 $3.84 Million - $4.4 Million
58,373 Added 2.34%
2,550,489 $192 Million
Q3 2023

Nov 14, 2023

BUY
$68.05 - $72.66 $44.5 Million - $47.5 Million
653,266 Added 35.53%
2,492,116 $171 Million
Q2 2023

Aug 09, 2023

BUY
$63.21 - $70.48 $25.7 Million - $28.6 Million
406,209 Added 28.35%
1,838,850 $130 Million
Q1 2023

May 15, 2023

BUY
$57.25 - $63.89 $4.09 Million - $4.56 Million
71,407 Added 5.25%
1,432,641 $91.5 Million
Q4 2022

Feb 14, 2023

SELL
$56.73 - $63.56 $1.41 Million - $1.58 Million
-24,781 Reduced 1.79%
1,361,234 $79.6 Million
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $24.7 Million - $30.5 Million
426,538 Added 44.46%
1,386,015 $80.2 Million
Q2 2022

Aug 15, 2022

SELL
$58.13 - $77.8 $784,115 - $1.05 Million
-13,489 Reduced 1.39%
959,477 $57.9 Million
Q1 2022

May 17, 2022

SELL
$68.33 - $84.32 $71.9 Million - $88.7 Million
-1,051,620 Reduced 51.94%
972,966 $74.3 Million
Q4 2021

Feb 15, 2022

SELL
$73.18 - $84.81 $5.75 Million - $6.67 Million
-78,609 Reduced 3.74%
2,024,586 $169 Million
Q3 2021

Feb 15, 2022

BUY
$72.99 - $79.0 $152 Million - $165 Million
2,083,648 Added 10659.68%
2,103,195 $155 Million
Q3 2021

Nov 12, 2021

SELL
$72.99 - $79.0 $61.3 Million - $66.4 Million
-840,444 Reduced 97.73%
19,547 $153 Million
Q2 2021

Aug 12, 2021

BUY
$65.96 - $72.81 $4.97 Million - $5.49 Million
75,382 Added 9.61%
859,991 $62.5 Million
Q1 2021

May 13, 2021

SELL
$61.43 - $67.25 $55.2 Million - $60.4 Million
-898,383 Reduced 53.38%
784,609 $51.1 Million
Q4 2020

Feb 08, 2021

BUY
$56.17 - $63.82 $67.9 Million - $77.2 Million
1,209,232 Added 255.24%
1,682,992 $107 Million
Q3 2020

Nov 12, 2020

BUY
$52.42 - $62.43 $2.94 Million - $3.5 Million
56,028 Added 13.41%
473,760 $109 Million
Q2 2020

Aug 12, 2020

BUY
$39.5 - $52.48 $373,630 - $496,408
9,459 Added 2.32%
417,732 $86.7 Million
Q1 2020

May 13, 2020

BUY
$36.14 - $52.65 $856,192 - $1.25 Million
23,691 Added 6.16%
408,273 $67.4 Million
Q4 2019

Feb 07, 2020

BUY
$43.72 - $48.62 $1.35 Million - $1.5 Million
30,846 Added 8.72%
384,582 $74.5 Million
Q3 2019

Nov 12, 2019

BUY
$43.49 - $46.27 $446,990 - $475,563
10,278 Added 2.99%
353,736 $63.7 Million
Q2 2019

Aug 14, 2019

BUY
$41.95 - $45.26 $1.18 Million - $1.28 Million
28,211 Added 8.95%
343,458 $61.6 Million
Q1 2019

May 10, 2019

SELL
$36.63 - $43.33 $1.47 Million - $1.73 Million
-40,007 Reduced 11.26%
315,247 $54.3 Million
Q4 2018

Feb 14, 2019

BUY
$35.15 - $44.43 $1.76 Million - $2.22 Million
50,050 Added 16.4%
355,254 $53.5 Million
Q3 2018

Nov 14, 2018

BUY
$40.58 - $44.29 $2.36 Million - $2.57 Million
58,093 Added 23.51%
305,204 $54.2 Million
Q2 2018

Aug 14, 2018

BUY
$37.83 - $42.01 $2.02 Million - $2.25 Million
53,475 Added 27.62%
247,111 $40.2 Million
Q1 2018

May 10, 2018

BUY
$37.4 - $41.49 $1.04 Million - $1.15 Million
27,831 Added 16.79%
193,636 $30 Million
Q4 2017

Feb 15, 2018

BUY
$35.95 - $38.73 $725,758 - $781,881
20,188 Added 13.86%
165,805 $25.3 Million
Q3 2017

Nov 13, 2017

BUY
$35.46 - $35.85 $4.68 Million - $4.73 Million
131,953 Added 965.7%
145,617 $21.6 Million
Q4 2016

Sep 21, 2017

BUY
N/A
13,664
13,664 $1.66 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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