Lido Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Lido Advisors, LLC holds 956,054 shares of IWX stock, worth $80.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

956,054

Holding current value

$80.4 Million

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$78.25 - $85.17 $74.8 Million - $81.4 Million	956,054 New	956,054 $75.6 Million

Others Institutions Holding IWX

# of Institutions

194

Shares Held

41.3M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$869 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$683 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.17M
Shares

$519 Million
1.75% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$485 Million
7.1% of portfolio
Ae Wealth Management LLC

1.07M
Shares

$89.9 Million
0.81% of portfolio

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About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

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Lido Advisors, LLC Ishares Tr Russell 200 Value E Transaction History