Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 275,736 shares of IWV (ISHARES TR), worth $106.4M as of 2025-Q4. The position was decreased (-5.0% shares). IWV represents 0.3% of Lido Advisors, LLC's portfolio.
Current Value
$106.4M
Current Shares
275,736
Total Value Change
+$95.8M
Total Shares Change
+241,297
Other major holders of IWV: Kestra Advisory Services, LLC, SCS Capital Management LLC
Decreased |
| 275,736 |
-5.0% |
| $106.4M |
| 0.3% |
| $389.73 |
0 |
| 2025-Q3 | Decreased | 290,399 | -3.5% | $110M | 0.3% | $376.62 | 0 |
| 2025-Q2 | Increased | 300,769 | +2.3% | $105.6M | 0.4% | $347.37 | 37 |
| 2025-Q1 | Increased | 294,156 | +10.2% | $93.4M | 0.4% | $313.50 | 39 |
| 2024-Q4 | Increased | 266,950 | +691.5% | $89.2M | 0.4% | $332.13 | 58 |
| 2024-Q3 | Decreased | 33,728 | -2.1% | $11M | 0.1% | $321.26 | 0 |
| 2024-Q2 | Decreased | 34,439 | -0.4% | $10.6M | 0.1% | $303.55 | 0 |