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

Lido Advisors, LLC

$24 Billion
Q1 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 16,987 shares of XJR stock, worth $697,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,987

Holding current value

$697,995

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

801K

Call Options Held

Put Options Held

Bailard, Inc.

69.7K
Shares

$2.86 Million
0.07% of portfolio
Franklin Resources Inc San Mateo, CA

58.7K
Shares

$2.41 Million
0.0% of portfolio
Merriman Wealth Management, LLC

49.9K
Shares

$2.05 Million
0.09% of portfolio
Highland Financial Advisors, LLC

38.4K
Shares

$1.58 Million
0.49% of portfolio
Better Money Decisions, LLC

33K
Shares

$1.36 Million
0.83% of portfolio

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

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