Lyell Wealth Management, LP Ishares Tr Transaction History

Lyell Wealth Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$84.66 - $98.11 $450,983 - $522,631	-5,327 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$93.87 - $107.98 $16,614 - $19,112	177 Added 3.44%	5,327 $521,000
Q4 2021 Feb 08, 2022	SELL	$106.57 - $110.92 $186,497 - $194,110	-1,750 Reduced 25.36%	5,150 $562,000
Q3 2021 Nov 10, 2021	SELL	$109.98 - $113.55 $8,688 - $8,970	-79 Reduced 1.13%	6,900 $759,000
Q2 2021 Aug 09, 2021	BUY	$109.25 - $112.9 $71,995 - $74,401	659 Added 10.43%	6,979 $785,000
Q1 2021 May 07, 2021	BUY	$106.72 - $115.35 $674,470 - $729,012	6,320 New	6,320 $688,000

924

147M

4.01M

10.6M

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