Lido Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Lido Advisors, LLC holds 10,284 shares of XJR stock, worth $439,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,284
Previous 16,987 39.46%
Holding current value
$439,126
Previous $639,000 36.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$32.75 - $39.55 $219,523 - $265,103
-6,703 Reduced 39.46%
10,284 $406,000
Q1 2025

May 15, 2025
BUY
$36.7 - $42.78 $623,422 - $726,703
16,987 New
16,987 $639,000

Others Institutions Holding XJR

# of Institutions
88
Shares Held
847K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

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