iShares S&P 500 Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $94M | 197k | 477.63 |
| 2023-09-30 | $65M | 152k | 429.43 |
| 2023-06-30 | $69M | 154k | 445.71 |
| 2023-03-31 | $57M | 138k | 410.17 |
| 2022-12-31 | $24M | 63k | 384.21 |
| 2022-09-30 | $13M | 33k | 387.78 |
| 2022-06-30 | $13M | 34k | 379.13 |
| 2022-03-31 | $16M | 35k | 453.67 |
| 2021-12-31 | $17M | 35k | 478.18 |
| 2021-09-30 | $12M | 14k | 840.16 |
| 2021-06-30 | $10M | 24k | 429.94 |
| 2021-03-31 | $9.6M | 24k | 397.80 |
| 2020-12-31 | $8.4M | 22k | 375.40 |
| 2020-09-30 | $9.6M | 29k | 336.05 |
| 2020-06-30 | $6.6M | 22k | 309.68 |
| 2020-03-31 | $5.1M | 20k | 258.39 |
| 2019-12-31 | $6.4M | 20k | 323.25 |
| 2019-09-30 | $5.0M | 17k | 298.49 |
| 2019-06-30 | $4.2M | 14k | 294.71 |
| 2019-03-31 | $4.8M | 17k | 284.57 |
| 2018-12-31 | $2.6M | 10k | 251.83 |
| 2018-09-30 | $2.0M | 6.9k | 294.07 |
| 2018-06-30 | $1.8M | 6.5k | 273.04 |
| 2018-03-31 | $1.0M | 3.8k | 265.19 |
| 2017-12-31 | $3.4M | 13k | 268.85 |
| 2017-09-30 | $3.4M | 13k | 258.79 |
| 2017-06-30 | $5.1M | 21k | 243.43 |
| 2017-03-31 | $4.4M | 18k | 241.20 |
| 2016-12-31 | $4.0M | 18k | 224.96 |
| 2016-09-30 | $693k | 3.2k | 217.45 |
| 2016-06-30 | $618k | 2.9k | 210.35 |
| 2016-03-31 | $629k | 3.0k | 206.50 |