Lido Advisors, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1650150
Los Angeles, CA
All Filings in XJR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $460,719 | 10,582 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 XJR | $410,002 | 9,629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 XJR | $395,424 | 9,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $406,732 | 10,284 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 XJR | $639,118 | 16,987 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||