Lido Advisors, LLC Ishares Tr Russell 200 ETF Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 257,324 shares of IWL stock, worth $37.7 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

257,324

Holding current value

$37.7 Million

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$138.92 - $149.97 $35.7 Million - $38.6 Million	257,324 New	257,324 $37.2 Million

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.09M

Call Options Held

Put Options Held

Tompkins Financial Corp

1M
Shares

$147 Million
13.62% of portfolio
Morgan Stanley New York, NY

608K
Shares

$89.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$84.8 Million
0.01% of portfolio
Gilbert & Cook, Inc.

504K
Shares

$73.9 Million
10.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

368K
Shares

$54 Million
0.01% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Lido Advisors, LLC Ishares Tr Russell 200 ETF Transaction History