Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 420,398 shares of IVV (ISHARES TR), worth $274.6M as of 2026-Q1. The position was decreased (-7.1% shares). IVV represents 0.8% of Lido Advisors, LLC's portfolio.
Current Value
$274.6M
Current Shares
420,398
Total Value Change
+$157.1M
Total Shares Change
+205,754
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 420,398 |
-7.1% |
| $274.6M |
| 0.8% |
| $683.37 |
0 |
| 2025-Q4 | Increased | 452,587 | +9.3% | $307.2M | 0.9% | $689.92 | 48 |
| 2025-Q3 | Increased | 414,274 | +1.1% | $277.3M | 0.9% | $664.41 | 44 |
| 2025-Q2 | Decreased | 409,878 | -2.0% | $254.5M | 1.0% | $613.43 | 0 |
| 2025-Q1 | Decreased | 418,363 | -4.0% | $235.1M | 1.1% | $552.75 | 0 |
| 2024-Q4 | Increased | 435,580 | +121.0% | $256.4M | 1.2% | $583.48 | 78 |
| 2024-Q3 | Decreased | 197,076 | -8.2% | $113.7M | 0.6% | $564.81 | 0 |
| 2024-Q2 | Increased | 214,644 | +5.3% | $117.5M | 0.7% | $536.31 | 45 |