Lido Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320M | Sell |
|
|||||
|
2025
Q1 | $320M | Buy |
|
|||||
|
2024
Q4 | $270M | Buy |
|
|||||
|
2024
Q3 | $190M | Buy |
|
|||||
|
2024
Q2 | $114M | Buy |
|
|||||
|
2024
Q1 | $111M | Sell |
|
|||||
|
2023
Q4 | $153M | Buy |
|
|||||
|
2023
Q3 | $135M | Buy |
|
|||||
|
2023
Q2 | $128M | Sell |
|
|||||
|
2023
Q1 | $127K | Buy |
|
|||||
|
2022
Q4 | $121M | Sell |
|
|||||
|
2022
Q3 | $108M | Sell |
|
|||||
|
2022
Q2 | $158M | Sell |
|
|||||
|
2022
Q1 | $183M | Buy |
|
|||||
|
2021
Q4 | $80.7M | Buy |
|
|||||
|
2021
Q3 | $70.3M | Sell |
|
|||||
|
2021
Q2 | $124M | Buy |
|
|||||
|
2021
Q1 | $102M | Buy |
|
|||||
|
2020
Q4 | $46.6M | Sell |
|
|||||
|
2020
Q3 | $47.5M | Sell |
|
|||||
|
2020
Q2 | $62.5M | Buy |
|
|||||
|
2020
Q1 | $54.2M | Buy |
|
|||||
|
2019
Q4 | $68.6M | Buy |
|
|||||
|
2019
Q3 | $57.6M | Sell |
|
|||||
|
2019
Q2 | $61.1M | Buy |
|
|||||
|
2019
Q1 | $53.7M | Buy |
|
|||||
|
2018
Q4 | $41.1M | Buy |
|
|||||
|
2018
Q3 | $40.7M | Buy |
|
|||||
|
2018
Q2 | $33.8M | Buy |
|
|||||
|
2018
Q1 | $25.7M | Buy |
|
|||||
|
2017
Q4 | $23.8M | Buy |
|
|||||
|
2017
Q3 | $19.8M | Buy |
|
|||||
|
2017
Q2 | $16.1M | Buy |
|
|||||
|
2017
Q1 | $14.9M | Buy |
|
|||||
|
2016
Q4 | $2.08M | Buy |
|