Lido Advisors, LLC Ishares Global Information Tec Transaction History

Lido Advisors, LLC

$17.8 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$44.6 - $58.78 $451,441 - $594,971	-10,122 Reduced 64.57%	5,555 $253,000
Q1 2022 May 17, 2022	SELL	$51.69 - $65.08 $129,948 - $163,611	-2,514 Reduced 13.82%	15,677 $909,000
Q3 2021 Feb 15, 2022	BUY	$56.11 - $60.64 $786,157 - $849,627	14,011 Added 335.19%	18,191 $1.03 Million
Q3 2021 Nov 12, 2021	BUY	$56.11 - $60.64 $50,835 - $54,939	906 Added 27.67%	4,180 $1.03 Million
Q2 2021 Aug 12, 2021	SELL	$50.33 - $56.35 $12,934 - $14,481	-257 Reduced 7.28%	3,274 $1.11 Million
Q1 2021 May 13, 2021	BUY	$48.57 - $53.88 $5,439 - $6,034	112 Added 3.28%	3,531 $1.09 Million
Q4 2020 Feb 08, 2021	BUY	$41.76 - $50.01 $142,777 - $170,984	3,419 New	3,419 $1.03 Million

Others Institutions Holding IXN

# of Institutions

462

Shares Held

31.9M

Call Options Held

2.5K

Put Options Held

100

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.1M
Shares

$434 Million
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

2.83M
Shares

$240 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.52M
Shares

$215 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.86M
Shares

$158 Million
2.31% of portfolio
Morgan Stanley New York, NY

1.15M
Shares

$98 Million
0.01% of portfolio

About ISHARES GLOBAL INFORMATION TEC

Ticker IXN
Sector ETFs
Industry ETFs

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.