Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 452,587 shares of IVV (ISHARES TR), worth $307.2M as of 2025-Q4. The position was increased (++9.3% shares). IVV represents 0.9% of Lido Advisors, LLC's portfolio.
Current Value
$307.2M
Current Shares
452,587
Total Value Change
+$189.8M
Total Shares Change
+237,943
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
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 |