Lido Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Lido Advisors, LLC holds 999,539 shares of IWX stock, worth $86.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
999,539
Previous 1,036,229 3.54%
Holding current value
$86.7 Million
Previous $85.2 Million 1.18%
% of portfolio
0.32%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$73.26 - $84.19 $2.69 Million - $3.09 Million
-36,690 Reduced 3.54%
999,539 $84.2 Million
Q1 2025

May 15, 2025
BUY
$78.54 - $84.86 $6.3 Million - $6.8 Million
80,175 Added 8.39%
1,036,229 $85.2 Million
Q4 2024

Feb 14, 2025
BUY
$78.25 - $85.17 $74.8 Million - $81.4 Million
956,054 New
956,054 $75.6 Million

Others Institutions Holding IWX

# of Institutions
226
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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