Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 973,669 shares of IWX (ISHARES TR), worth $89.3M as of 2025-Q4. The position was decreased (-2.0% shares). IWX represents 0.3% of Lido Advisors, LLC's portfolio.
Current Value
$89.3M
Current Shares
973,669
Total Value Change
+$13.8M
Total Shares Change
+17,615
Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION, Kestra Advisory Services, LLC
Decreased |
| 973,669 |
-2.0% |
| $89.3M |
| 0.3% |
| $92.45 |
0 |
| 2025-Q3 | Decreased | 993,446 | -0.6% | $87.3M | 0.3% | $87.34 | 0 |
| 2025-Q2 | Decreased | 999,539 | -3.5% | $84.2M | 0.3% | $83.19 | 0 |
| 2025-Q1 | Increased | 1M | +8.4% | $85.2M | 0.4% | $80.26 | 39 |
| 2024-Q4 | New | 956,054 | - | $75.6M | 0.3% | $77.51 | 49 |