iShares S&P 500 Value Index shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 Value Index by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $111M | 595k | 186.81 |
| 2023-12-31 | $153M | 880k | 173.89 |
| 2023-09-30 | $135M | 877k | 153.84 |
| 2023-06-30 | $128M | 792k | 161.19 |
| 2023-03-31 | $133M | 877k | 151.83 |
| 2022-12-31 | $121M | 835k | 145.07 |
| 2022-09-30 | $108M | 839k | 128.52 |
| 2022-06-30 | $158M | 1.1M | 137.46 |
| 2022-03-31 | $184M | 1.2M | 155.72 |
| 2021-12-31 | $81M | 515k | 156.63 |
| 2021-09-30 | $64M | 11k | 5740.59 |
| 2021-06-30 | $124M | 842k | 147.64 |
| 2021-03-31 | $102M | 723k | 141.24 |
| 2020-12-31 | $47M | 364k | 128.02 |
| 2020-09-30 | $48M | 422k | 112.45 |
| 2020-06-30 | $63M | 577k | 108.21 |
| 2020-03-31 | $54M | 563k | 96.25 |
| 2019-12-31 | $69M | 527k | 130.09 |
| 2019-09-30 | $58M | 484k | 119.14 |
| 2019-06-30 | $61M | 524k | 116.57 |
| 2019-03-31 | $54M | 476k | 112.74 |
| 2018-12-31 | $41M | 406k | 101.14 |
| 2018-09-30 | $41M | 349k | 116.50 |
| 2018-06-30 | $34M | 307k | 110.13 |
| 2018-03-31 | $26M | 235k | 109.34 |
| 2017-12-31 | $24M | 209k | 114.24 |
| 2017-09-30 | $20M | 181k | 109.15 |
| 2017-06-30 | $16M | 154k | 104.96 |
| 2017-03-31 | $15M | 143k | 104.30 |
| 2016-12-31 | $2.1M | 21k | 101.39 |