Lido Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254M | Sell |
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|
2025
Q1 | $235M | Sell |
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|
2024
Q4 | $256M | Buy |
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|
2024
Q3 | $114M | Sell |
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|
2024
Q2 | $117M | Buy |
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|
2024
Q1 | $107M | Buy |
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|
2023
Q4 | $94M | Buy |
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|
2023
Q3 | $65.1M | Sell |
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|
2023
Q2 | $68.2M | Buy |
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|
2023
Q1 | $33.3M | Buy |
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|
2022
Q4 | $24M | Buy |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $12.9M | Sell |
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|
2022
Q1 | $15.8M | Sell |
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|
2021
Q4 | $16.9M | Buy |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $9.61M | Buy |
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|
2020
Q4 | $8.38M | Sell |
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|
2020
Q3 | $9.57M | Buy |
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|
2020
Q2 | $6.65M | Buy |
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|
2020
Q1 | $5.07M | Sell |
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|
2019
Q4 | $6.36M | Buy |
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|
2019
Q3 | $5.01M | Buy |
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|
2019
Q2 | $4.18M | Sell |
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|
2019
Q1 | $4.76M | Buy |
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|
2018
Q4 | $2.58M | Buy |
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|
2018
Q3 | $2.02M | Buy |
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|
2018
Q2 | $1.77M | Buy |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $3.41M | Sell |
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|
2017
Q3 | $3.38M | Sell |
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|
2017
Q2 | $5.14M | Buy |
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|
2017
Q1 | $4.41M | Buy |
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|
2016
Q4 | $3.97M | Buy |
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|
2016
Q3 | $693K | Buy |
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|
2016
Q2 | $618K | Sell |
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|
2016
Q1 | $629K | Buy |
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