Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 1.9M shares of IVE (ISHARES TR), worth $410.5M as of 2026-Q1. The position was increased (+4.3% shares). IVE represents 1.3% of Lido Advisors, LLC's portfolio.
Current Value
$410.5M
Current Shares
1.9M
Total Value Change
+$296.8M
Total Shares Change
+1.3M
Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.9M |
+4.3% |
| $410.5M |
| 1.3% |
| $219.98 |
51 |
| 2025-Q4 | Increased | 1.9M | +4.2% | $386.8M | 1.2% | $213.56 | 51 |
| 2025-Q3 | Increased | 1.8M | +9.2% | $369.3M | 1.2% | $204.84 | 54 |
| 2025-Q2 | Decreased | 1.6M | -2.3% | $320.1M | 1.2% | $192.62 | 0 |
| 2025-Q1 | Increased | 1.7M | +18.6% | $319.6M | 1.4% | $186.32 | 57 |
| 2024-Q4 | Increased | 1.4M | +46.5% | $270M | 1.2% | $187.40 | 66 |
| 2024-Q3 | Increased | 965,585 | +54.6% | $190.4M | 0.9% | $192.13 | 61 |
| 2024-Q2 | Increased | 624,680 | +5.0% | $113.7M | 0.6% | $176.93 | 45 |