Lido Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 190,246 shares of IWD stock, worth $38.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
190,246
Previous 142,547 33.46%
Holding current value
$38.5 Million
Previous $26.8 Million 37.77%
% of portfolio
0.14%
Previous 0.11%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$166.82 - $194.23 $7.96 Million - $9.26 Million
47,699 Added 33.46%
190,246 $37 Million
Q1 2025

May 15, 2025
BUY
$182.82 - $196.21 $66,546 - $71,420
364 Added 0.26%
142,547 $26.8 Million
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $16.8 Million - $18.3 Million
91,602 Added 181.1%
142,183 $26.3 Million
Q3 2024

Nov 14, 2024
SELL
$173.36 - $189.8 $17,856 - $19,549
-103 Reduced 0.2%
50,581 $9.6 Million
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $129,591 - $136,973
-765 Reduced 1.49%
50,684 $8.84 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $867,138 - $959,671
-5,358 Reduced 9.43%
51,449 $9.22 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $483,947 - $558,077
3,368 Added 6.3%
56,807 $9.39 Million
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $10,621 - $11,449
70 Added 0.13%
53,439 $8.11 Million
Q2 2023

Aug 09, 2023
SELL
$148.55 - $157.83 $730,420 - $776,050
-4,917 Reduced 8.44%
53,369 $8.42 Million
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $2.61 Million - $2.91 Million
18,005 Added 44.7%
58,286 $8.87 Million
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $128,846 - $149,768
942 Added 2.39%
40,281 $6.11 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $1.62 Million - $1.91 Million
11,877 Added 43.25%
39,339 $5.35 Million
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $1.3 Million - $1.56 Million
-9,253 Reduced 25.2%
27,462 $3.98 Million
Q1 2022

May 17, 2022
BUY
$157.15 - $170.51 $211,681 - $229,676
1,347 Added 3.81%
36,715 $6.09 Million
Q4 2021

Feb 15, 2022
SELL
$157.12 - $168.08 $107,941 - $115,470
-687 Reduced 1.91%
35,368 $5.94 Million
Q3 2021

Feb 15, 2022
BUY
$154.62 - $164.07 $3.61 Million - $3.83 Million
23,331 Added 183.36%
36,055 $5.64 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $1.44 Million - $1.53 Million
-9,319 Reduced 42.28%
12,724 $5.64 Million
Q2 2021

Aug 12, 2021
BUY
$152.86 - $162.4 $294,866 - $313,269
1,929 Added 9.59%
22,043 $3.5 Million
Q1 2021

May 13, 2021
SELL
$134.89 - $153.0 $73,784 - $83,691
-547 Reduced 2.65%
20,114 $3.05 Million
Q4 2020

Feb 08, 2021
BUY
$115.84 - $136.73 $1.01 Million - $1.19 Million
8,738 Added 73.29%
20,661 $2.83 Million
Q3 2020

Nov 12, 2020
BUY
$111.27 - $124.26 $86,122 - $96,177
774 Added 6.94%
11,923 $1.41 Million
Q2 2020

Aug 12, 2020
SELL
$94.52 - $125.14 $163,519 - $216,492
-1,730 Reduced 13.43%
11,149 $1.26 Million
Q1 2020

May 13, 2020
BUY
$85.17 - $138.52 $21,377 - $34,768
251 Added 1.99%
12,879 $1.28 Million
Q4 2019

Feb 07, 2020
BUY
$123.85 - $136.67 $810,845 - $894,778
6,547 Added 107.66%
12,628 $1.72 Million
Q3 2019

Nov 12, 2019
SELL
$127.92 - $130.25 $103,103 - $104,981
-806 Reduced 11.7%
6,081 $780,000
Q2 2019

Aug 14, 2019
BUY
N/A
152 Added 2.26%
6,887 $876,000
Q1 2019

May 10, 2019
SELL
N/A
-312 Reduced 4.43%
6,735 $831,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,455 Added 26.02%
7,047 $782,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,303 Added 30.38%
5,592 $712,000
Q2 2018

Aug 14, 2018
SELL
N/A
-95 Reduced 2.17%
4,289 $520,000
Q1 2018

May 10, 2018
BUY
N/A
1,598 Added 57.36%
4,384 $525,000
Q3 2017

Nov 13, 2017
SELL
N/A
-16,901 Reduced 85.85%
2,786 $332,000
Q4 2016

Sep 21, 2017
BUY
N/A
5,695 Added 40.7%
19,687 $2.21 Million
Q3 2016

Sep 21, 2017
BUY
N/A
10,783 Added 336.02%
13,992 $1.48 Million
Q2 2016

Sep 18, 2017
BUY
N/A
202 Added 6.72%
3,209 $331,000
Q1 2016

Sep 18, 2017
BUY
N/A
3,007
3,007 $297,000

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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