Lido Advisors, LLC Ishares Tr Transaction History

Lido Advisors, LLC

  • $16.8 Billion
  • Q1 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 5,373 shares of IYF stock, worth $513,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,373
Previous 5,394 0.39%
Holding current value
$513,981
Previous $460,000 11.52%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$83.91 - $95.65 $1,762 - $2,008
-21 Reduced 0.39%
5,373 $513,000
Q4 2023

Feb 14, 2024
SELL
$70.7 - $85.68 $2,050 - $2,484
-29 Reduced 0.53%
5,394 $460,000
Q3 2023

Nov 14, 2023
BUY
$73.99 - $79.98 $145,834 - $157,640
1,971 Added 57.1%
5,423 $405,000
Q2 2023

Aug 09, 2023
SELL
$68.91 - $74.74 $135,408 - $146,864
-1,965 Reduced 36.27%
3,452 $257,000
Q1 2023

May 15, 2023
BUY
$68.23 - $82.05 $70,822 - $85,167
1,038 Added 23.7%
5,417 $385,000
Q4 2022

Feb 14, 2023
SELL
$73.74 - $80.38 $221 - $241
-3 Reduced 0.07%
4,379 $330,000
Q3 2022

Nov 14, 2022
SELL
N/A
-1,348 Reduced 23.53%
4,382 $296,000
Q2 2022

Aug 15, 2022
SELL
N/A
-489 Reduced 7.86%
5,730 $400,000
Q1 2022

May 17, 2022
BUY
N/A
573 Added 10.15%
6,219 $525,000
Q4 2021

Feb 15, 2022
SELL
N/A
-537 Reduced 8.69%
5,646 $489,000
Q3 2021

Feb 15, 2022
SELL
N/A
-2,055 Reduced 24.95%
6,183 $510,000
Q3 2021

Nov 12, 2021
BUY
N/A
2,064 Added 33.43%
8,238 $510,000
Q2 2021

Aug 12, 2021
SELL
N/A
-345 Reduced 5.29%
6,174 $500,000
Q1 2021

May 13, 2021
BUY
N/A
7 Added 0.11%
6,519 $488,000
Q4 2020

Feb 08, 2021
BUY
N/A
3,011 Added 86.0%
6,512 $434,000
Q3 2020

Nov 12, 2020
SELL
N/A
-192 Reduced 5.2%
3,501 $397,000
Q2 2020

Aug 12, 2020
SELL
N/A
-299 Reduced 7.49%
3,693 $407,000
Q1 2020

May 13, 2020
SELL
N/A
-334 Reduced 7.72%
3,992 $388,000
Q4 2019

Feb 07, 2020
BUY
N/A
1,319 Added 43.86%
4,326 $596,000
Q3 2019

Nov 12, 2019
BUY
N/A
198 Added 7.05%
3,007 $387,000
Q2 2019

Aug 14, 2019
BUY
N/A
103 Added 3.81%
2,809 $352,000
Q1 2019

May 10, 2019
BUY
N/A
68 Added 2.58%
2,706 $319,000
Q4 2018

Feb 14, 2019
SELL
N/A
-35 Reduced 1.31%
2,638 $280,000
Q3 2018

Nov 14, 2018
SELL
N/A
-47,408 Reduced 94.66%
2,673 $325,000
Q2 2018

Aug 14, 2018
BUY
N/A
5,377 Added 12.03%
50,081 $5.87 Million
Q1 2018

May 10, 2018
BUY
N/A
3,051 Added 7.32%
44,704 $5.27 Million
Q4 2017

Feb 15, 2018
BUY
N/A
1,256 Added 3.11%
41,653 $4.97 Million
Q3 2017

Nov 13, 2017
BUY
N/A
40,397
40,397 $4.63 Million

Others Institutions Holding IYF

# of Institutions
370
Shares Held
15.8M
Call Options Held
8.4K
Put Options Held
12.9K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email