Lido Advisors, LLC Ishares Russell 3000 ETF Transaction History

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 290,399 shares of IWV stock, worth $111 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
290,399
Previous 300,769 3.45%
Holding current value
$111 Million
Previous $106 Million 4.24%
% of portfolio
0.35%
Previous 0.41%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$351.04 - $379.81 $3.64 Million - $3.94 Million
-10,370 Reduced 3.45%
290,399 $110 Million
Q2 2025

Aug 13, 2025
BUY
$281.67 - $351.0 $1.86 Million - $2.32 Million
6,613 Added 2.25%
300,769 $106 Million
Q1 2025

May 15, 2025
BUY
$313.1 - $349.83 $8.52 Million - $9.52 Million
27,206 Added 10.19%
294,156 $93.4 Million
Q4 2024

Feb 14, 2025
BUY
$323.08 - $349.08 $75.3 Million - $81.4 Million
233,222 Added 691.48%
266,950 $89.2 Million
Q3 2024

Nov 14, 2024
SELL
$294.75 - $326.73 $209,567 - $232,305
-711 Reduced 2.06%
33,728 $11 Million
Q2 2024

Aug 14, 2024
SELL
$283.16 - $309.9 $36,810 - $40,287
-130 Reduced 0.38%
34,439 $10.6 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $348,062 - $389,203
1,297 Added 3.9%
34,569 $10.4 Million
Q4 2023

Feb 14, 2024
BUY
$234.36 - $274.87 $61,636 - $72,290
263 Added 0.8%
33,272 $9.11 Million
Q3 2023

Nov 14, 2023
SELL
$243.9 - $263.56 $108,291 - $117,020
-444 Reduced 1.33%
33,009 $8.09 Million
Q2 2023

Aug 09, 2023
SELL
$231.57 - $254.48 $98,417 - $108,154
-425 Reduced 1.25%
33,453 $8.51 Million
Q1 2023

May 15, 2023
SELL
$218.83 - $242.18 $4.14 Million - $4.58 Million
-18,931 Reduced 35.85%
33,878 $7.98 Million
Q4 2022

Feb 14, 2023
BUY
$206.89 - $235.47 $6.06 Million - $6.89 Million
29,274 Added 124.38%
52,809 $11.7 Million
Q3 2022

Nov 14, 2022
SELL
$207.04 - $249.4 $107,246 - $129,189
-518 Reduced 2.15%
23,535 $4.87 Million
Q2 2022

Aug 15, 2022
SELL
$210.65 - $265.31 $8,636 - $10,877
-41 Reduced 0.17%
24,053 $5.23 Million
Q1 2022

May 17, 2022
BUY
$242.02 - $279.09 $446,284 - $514,641
1,844 Added 8.29%
24,094 $6.32 Million
Q4 2021

Feb 15, 2022
SELL
$254.66 - $279.11 $56,279 - $61,683
-221 Reduced 0.98%
22,250 $6.17 Million
Q3 2021

Feb 15, 2022
SELL
$251.89 - $269.0 $40.7 Million - $43.4 Million
-161,524 Reduced 87.79%
22,471 $5.73 Million
Q3 2021

Nov 12, 2021
BUY
$251.89 - $269.0 $40.5 Million - $43.3 Million
160,952 Added 698.49%
183,995 $5.73 Million
Q2 2021

Aug 12, 2021
SELL
$240.32 - $256.01 $93,003 - $99,075
-387 Reduced 1.65%
23,043 $5.9 Million
Q1 2021

May 13, 2021
SELL
$220.59 - $239.53 $106,324 - $115,453
-482 Reduced 2.02%
23,430 $5.56 Million
Q4 2020

Feb 08, 2021
SELL
$191.94 - $223.55 $42,034 - $48,957
-219 Reduced 0.91%
23,912 $5.35 Million
Q3 2020

Nov 12, 2020
SELL
$180.98 - $208.68 $142,250 - $164,022
-786 Reduced 3.15%
24,131 $4.72 Million
Q2 2020

Aug 12, 2020
SELL
$141.33 - $188.81 $4,381 - $5,853
-31 Reduced 0.12%
24,917 $4.49 Million
Q1 2020

May 13, 2020
SELL
$128.35 - $198.13 $274,027 - $423,007
-2,135 Reduced 7.88%
24,948 $3.7 Million
Q4 2019

Feb 07, 2020
SELL
$168.6 - $189.08 $172,646 - $193,617
-1,024 Reduced 3.64%
27,083 $5.11 Million
Q3 2019

Nov 12, 2019
SELL
$172.91 - $176.69 $42,362 - $43,289
-245 Reduced 0.86%
28,107 $4.88 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-801 Reduced 2.75%
28,352 $4.89 Million
Q1 2019

May 10, 2019
SELL
N/A
-977 Reduced 3.24%
29,153 $4.86 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-3,002 Reduced 9.06%
30,130 $4.43 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,168 Reduced 3.41%
33,132 $5.73 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-709 Reduced 2.03%
34,300 $5.57 Million
Q1 2018

May 10, 2018
SELL
N/A
-3,797 Reduced 9.78%
35,009 $5.47 Million
Q4 2017

Feb 15, 2018
SELL
N/A
-1,668 Reduced 4.12%
38,806 $6.14 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-40,246 Reduced 49.86%
40,474 $6.17 Million
Q4 2016

Sep 21, 2017
BUY
N/A
7,845 Added 10.77%
80,720 $10.7 Million
Q3 2016

Sep 21, 2017
BUY
N/A
9,271 Added 14.58%
72,875 $9.34 Million
Q2 2016

Sep 18, 2017
BUY
N/A
31,177 Added 96.15%
63,604 $7.89 Million
Q1 2016

Sep 18, 2017
BUY
N/A
32,427
32,427 $3.92 Million

Others Institutions Holding IWV

# of Institutions
946
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email