Lido Advisors, LLC Ishares Global Information Tec Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 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

476

Shares Held

32.7M

Call Options Held

5.7K

Put Options Held

600

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.93M
Shares

$409 Million
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

2.78M
Shares

$231 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.33M
Shares

$193 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.86M
Shares

$154 Million
2.31% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$118 Million
2.4% of portfolio

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