Lido Advisors, LLC Ishares Tr Transaction History

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 3,211 shares of SHV stock, worth $353,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,211
Previous 3,347 4.06%
Holding current value
$353,659
Previous $370,000 4.59%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
776
Shares Held
94.4M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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