Does Lido Advisors own IVE stock?

Yes. As of its Q2 2026 13F, Lido Advisors holds 2,129,638 shares of IVE, worth $483.6M.

How many shares of IVE does Lido Advisors own?

As of its Q2 2026 13F, Lido Advisors holds 2,129,638 shares of IVE.

What is Lido Advisors' IVE position worth?

As of its Q2 2026 13F, Lido Advisors' IVE position is worth $483.6M.

Is Lido Advisors buying or selling IVE?

In Q2 2026, Lido Advisors increased its IVE position by 185,559 shares (+9.5%).

When did Lido Advisors first buy IVE?

Lido Advisors already held IVE in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

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Lido Advisors, LLC

IVE
31 quarters

Position history for Lido Advisors, LLC's holdings in ISHARES TR

Current Value

$483.6M

Current Shares

2.1M

Total Value Change

+$442.5M

Total Shares Change

+1.7M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.1M	+9.5%	$483.6M	1.3%	$226.16	54
2026-Q1	Increased	1.9M	+4.3%	$410.5M	1.3%	$209.49	51
2025-Q4	Increased	1.9M	+4.2%	$386.8M	1.2%	$209.63	51
2025-Q3	Increased	1.8M	+9.2%	$369.3M	1.2%	$203.18	54
2025-Q2	Decreased	1.6M	-2.3%	$320.1M	1.2%	$191.45	0
2025-Q1	Increased	1.7M	+18.6%	$319.6M	1.4%	$185.92	57
2024-Q4	Increased	1.4M	+46.5%	$270M	1.2%	$185.48	66
2024-Q3	Increased	965,585	+54.6%	$190.4M	0.9%	$190.56	61
2024-Q2	Increased	624,680	+5.0%	$113.7M	0.6%	$174.89	45
2024-Q1	Decreased	594,800	-32.4%	$111.1M	0.7%	$178.68	0
2023-Q4	Increased	880,411	+0.4%	$153.1M	1.0%	$165.56	48
2023-Q3	Increased	877,271	+10.8%	$135M	1.0%	$145.80	53
2023-Q2	Decreased	792,047	-9.7%	$127.7M	0.9%	$151.95	0
2023-Q1	Increased	877,314	+5.0%	$127,081	0.0%	$142.56	23
2022-Q4	Decreased	835,400	-0.4%	$121.2M	1.5%	$135.62	0
2022-Q3	Decreased	838,941	-26.8%	$107.8M	1.4%	$119.48	0
2022-Q2	Decreased	1.1M	-2.7%	$157.5M	2.1%	$126.91	0
2022-Q1	Increased	1.2M	+128.8%	$183.5M	2.0%	$143.20	84
2021-Q4	Increased	515,049	+6.5%	$80.7M	0.9%	$143.38	45
2021-Q3	Decreased	483,512	-42.6%	$70.3M	1.0%	$132.46	0
2021-Q2	Increased	841,977	+16.4%	$124.3M	1.7%	$133.71	55
2021-Q1	Increased	723,254	+98.5%	$102.2M	1.8%	$127.46	76
2020-Q4	Decreased	364,326	-13.7%	$46.6M	1.0%	$114.96	0
2020-Q3	Decreased	422,313	-26.8%	$47.5M	1.2%	$100.36	0
2020-Q2	Increased	577,180	+2.5%	$62.5M	1.9%	$95.89	48
2020-Q1	Increased	563,397	+6.9%	$54.2M	2.3%	$84.80	54
2019-Q4	Increased	526,989	+8.9%	$68.6M	2.7%	$113.58	55
2019-Q3	Decreased	483,838	-7.6%	$57.6M	2.9%	$103.42	0
2019-Q2	Increased	523,823	+10.0%	$61.1M	3.5%	$100.59	60
2019-Q1	Increased	476,084	+17.2%	$53.7M	3.5%	$96.74	63
2018-Q4	First report	406,088	-	$41.1M	4.1%	$86.29	0

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC

IVE31 quarters

IVE
31 quarters