Lido Advisors, LLC IVE Holdings History
Lido Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Lido Advisors, LLC held 1.68 Mil shares of iShares S&P 500 Value ETF(IVE), totaling $319.61 Mil. This investment constitutes 1.44% of their stock portfolio, and Lido Advisors, LLC now holds 0.85% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Lido Advisors, LLC has made 19 purchases of IVE, at an average price of $157.23, for a total of 2.97 Mil shares. In addition, there have been 8 sales at an average price of $147.64 for 1.29 Mil shares. Based on historical transaction data and IVE's current price of $198.19, Lido Advisors, LLC's estimated gain on his IVE holdings is $56.28 Mil, reflecting a 12.05% gain to date.
Lido Advisors, LLC IVE ($198.19) Holding Chart
Lido Advisors, LLC IVE ($198.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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