Lido Advisors, LLC Ishares Tr Transaction History

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 3,978 shares of SHV stock, worth $439,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,978
Previous 3,211 23.89%
Holding current value
$439,131
Previous $353,000 24.36%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$110.11 - $110.51 $84,454 - $84,761
767 Added 23.89%
3,978 $439,000
Q4 2024

Feb 14, 2025
SELL
$109.92 - $110.57 $14,949 - $15,037
-136 Reduced 4.06%
3,211 $353,000
Q3 2024

Nov 14, 2024
SELL
$110.05 - $110.63 $97,724 - $98,239
-888 Reduced 20.97%
3,347 $370,000
Q2 2024

Aug 14, 2024
BUY
$110.04 - $110.51 $38,624 - $38,789
351 Added 9.04%
4,235 $467,000
Q1 2024

May 15, 2024
SELL
$110.11 - $110.57 $19,379 - $19,460
-176 Reduced 4.33%
3,884 $429,000
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $101,840 - $102,516
-927 Reduced 18.59%
4,060 $447,000
Q3 2023

Nov 14, 2023
BUY
$109.99 - $110.5 $439 - $442
4 Added 0.08%
4,987 $550,000
Q2 2023

Aug 09, 2023
BUY
$110.0 - $110.45 $548,130 - $550,372
4,983 New
4,983 $550,000
Q3 2021

Nov 12, 2021
SELL
$110.46 - $110.49 $702,525 - $702,716
-6,360 Closed
0 $0
Q2 2021

Aug 12, 2021
SELL
$110.48 - $110.53 $3,093 - $3,094
-28 Reduced 0.44%
6,360 $703,000
Q1 2021

May 13, 2021
SELL
$110.51 - $110.53 $20,444 - $20,448
-185 Reduced 2.81%
6,388 $706,000
Q4 2020

Feb 08, 2021
BUY
$110.51 - $110.7 $28,953 - $29,003
262 Added 4.15%
6,573 $726,000
Q3 2020

Nov 12, 2020
BUY
$110.7 - $110.74 $110 - $110
1 Added 0.02%
6,311 $699,000
Q2 2020

Aug 12, 2020
BUY
$110.71 - $110.94 $1,439 - $1,442
13 Added 0.21%
6,310 $699,000
Q1 2020

May 13, 2020
SELL
$110.45 - $111.07 $33,687 - $33,876
-305 Reduced 4.62%
6,297 $699,000
Q4 2019

Feb 07, 2020
BUY
$110.39 - $110.72 $188,325 - $188,888
1,706 Added 34.84%
6,602 $729,000
Q4 2018

Feb 14, 2019
BUY
$110.21 - $110.47 $108,997 - $109,254
989 Added 25.31%
4,896 $540,000
Q3 2018

Nov 14, 2018
BUY
N/A
194 Added 5.22%
3,907 $431,000
Q1 2018

May 10, 2018
BUY
N/A
363 Added 10.84%
3,713 $409,000
Q4 2017

Feb 15, 2018
BUY
N/A
105 Added 3.24%
3,350 $369,000
Q3 2017

Nov 13, 2017
BUY
N/A
3,245
3,245 $358,000

Others Institutions Holding SHV

# of Institutions
803
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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