Lido Advisors, LLC's ownership history for IWM

Lido Advisors, LLC currently holds 236.6K shares with a market value of $58.7M. It started holding IWM on 2024-09-30. At its peak, it held 236.6K shares on 2026-03-31. Its highest holding value was $58.7M on 2026-03-31. At its lowest, it held 95.1K shares on 2024-09-30, with a value of $21.0M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has increased its shares by 69.7K. In the recent year, Lido Advisors, LLC has increased its shares by 84.6K.

It has also owned 556 contracts of calls, with the market value of the underlying securities totaling $13.8M on 2024-09-30. At its peak, it held 659 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $16.1M on 2025-12-31. At its lowest, it held 36 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $795.2K on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has decreased its holdings by 98 contracts. In the recent year, Lido Advisors, LLC has decreased its holdings by 95 contracts.

It has also owned 357 contracts of puts, with the market value of the underlying securities totaling $8.9M on 2024-09-30. At its peak, it held 952 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $21.0M on 2024-09-30. At its lowest, it held 357 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $8.6M on 2025-06-30. In the recent 180 days, Lido Advisors, LLC has decreased its holdings by 41 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 236.2K contracts.