Lido Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

A detailed history of Lido Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Lido Advisors, LLC holds 9,291 shares of XJR stock, worth $383,253. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,291
Previous 10,284 9.66%
Holding current value
$383,253
Previous $406,000 2.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$39.17 - $43.37 $38,895 - $43,066
-993 Reduced 9.66%
9,291 $395,000
Q2 2025

Aug 13, 2025
SELL
$32.75 - $39.55 $219,523 - $265,103
-6,703 Reduced 39.46%
10,284 $406,000
Q1 2025

May 15, 2025
BUY
$36.7 - $42.78 $623,422 - $726,703
16,987 New
16,987 $639,000

Others Institutions Holding XJR

# of Institutions
86
Shares Held
815K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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