Lido Advisors, LLC's ownership history for IWM


Lido Advisors, LLC currently holds 181.1K shares with a market value of $44.2M. It started holding IWM on 2024-09-30. At its peak, it held 181.1K shares on 2025-12-31. Its highest holding value was $44.2M on 2025-12-31. 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 19.3K. In the recent year, Lido Advisors, LLC has increased its shares by 19.2K.

It has also owned 654 contracts of calls, with the market value of the underlying securities totaling $16.1M 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 5 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 78 contracts.

It has also owned 389 contracts of puts, with the market value of the underlying securities totaling $9.6M 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 389 contracts of puts on 2025-12-31 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 11 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 180.5K contracts.


Lido Advisors, LLC's ownership history for IWM
Lido Advisors, LLC's ownership history for IWM Call Options
Lido Advisors, LLC's ownership history for IWM Put Options