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

Lido Advisors, LLC

$21.7 Billion
Q4 2024

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 956,054 shares of IWX stock, worth $75.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

956,054

Holding current value

$75.8 Million

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

210

Shares Held

46.2M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$819 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$644 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.27M
Shares

$497 Million
2.17% of portfolio
First Citizens Bank & Trust CO

5.84M
Shares

$463 Million
8.06% of portfolio
Envestnet Asset Management Inc

4.09M
Shares

$324 Million
0.11% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

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