Lyell Wealth Management, LP Ishares Ibonds Dec 2025 Term C Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Lyell Wealth Management, LP holds 310,033 shares of IBDQ stock, worth $7.76 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
310,033
Previous 310,508
0.15%
Holding current value
$7.76 Million
Previous $7.7 Million
0.05%
% of portfolio
0.74%
Previous 0.79%
Shares
18 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.7 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$75.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.1 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$58.9 Million0.15% of portfolio