Lido Advisors, LLC's ownership history for IVV

Lido Advisors, LLC currently holds 452.6K shares with a market value of $307.2M. It started holding IVV on 2024-09-30. At its peak, it held 452.6K shares on 2025-12-31. Its highest holding value was $307.2M on 2025-12-31. At its lowest, it held 197.1K shares on 2024-09-30, with a value of $113.7M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has increased its shares by 42.7K. In the recent year, Lido Advisors, LLC has increased its shares by 17.0K.

It has also owned 14 contracts of calls, with the market value of the underlying securities totaling $958.9K on 2025-09-30. At its peak, it held 14 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $958.9K on 2025-12-31. At its lowest, it held 14 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $937.0K on 2025-09-30.

It has also owned 27 contracts of puts, with the market value of the underlying securities totaling $1.8M on 2025-06-30. At its peak, it held 27 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $1.8M on 2025-12-31. At its lowest, it held 6 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $372.5K on 2025-06-30. In the recent 180 days, Lido Advisors, LLC has increased its holdings by 21 contracts.