Lido Advisors, LLC Ishares Tr Transaction History

Lido Advisors, LLC

$25.9 Billion
Q2 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 30,502 shares of SHV stock, worth $3.36 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,502

Previous 3,978 666.77%

Holding current value

$3.36 Million

Previous $439,000 667.2%

% of portfolio

0.01%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$110.06 - $110.46 $2.92 Million - $2.93 Million	26,524 Added 666.77%	30,502 $3.37 Million
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

793

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Lido Advisors, LLC Ishares Tr Transaction History