Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2026 Ter Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 391,583 shares of IBDR stock, worth $9.3 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
391,583
Previous 364,517 7.43%
Holding current value
$9.3 Million
Previous $8.66 Million 7.43%
% of portfolio
0.75%
Previous 0.82%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
27,066 Added 7.43%
391,583 $9.3 Million
Q1 2025

May 08, 2025
BUY
N/A
23,245 Added 6.81%
364,517 $8.66 Million
Q4 2024

Jan 31, 2025
BUY
N/A
15,447 Added 4.74%
341,272 $8.11 Million
Q3 2024

Oct 23, 2024
BUY
$23.75 - $23.75 $560,903 - $560,903
23,617 Added 7.81%
325,825 $7.74 Million
Q2 2024

Aug 08, 2024
BUY
$23.65 - $23.82 $373,906 - $376,594
15,810 Added 5.52%
302,208 $7.2 Million
Q1 2024

May 03, 2024
BUY
$23.76 - $23.98 $810,810 - $818,317
34,125 Added 13.53%
286,398 $6.83 Million
Q4 2023

Feb 02, 2024
BUY
$23.15 - $23.9 $700,565 - $723,261
30,262 Added 13.63%
252,273 $6.03 Million
Q3 2023

Oct 31, 2023
BUY
$23.28 - $23.6 $610,843 - $619,240
26,239 Added 13.4%
222,011 $5.18 Million
Q2 2023

Aug 04, 2023
BUY
$23.42 - $23.83 $768,878 - $782,338
32,830 Added 20.15%
195,772 $4.59 Million
Q1 2023

May 03, 2023
BUY
$23.14 - $23.86 $406,916 - $419,578
17,585 Added 12.1%
162,942 $3.87 Million
Q4 2022

Jan 24, 2023
BUY
$22.9 - $23.61 $728,678 - $751,270
31,820 Added 28.03%
145,357 $0
Q3 2022

Oct 24, 2022
BUY
$23.21 - $24.34 $455,797 - $477,988
19,638 Added 20.91%
113,537 $2.62 Million
Q2 2022

Jul 28, 2022
BUY
$23.33 - $24.57 $1.21 Million - $1.27 Million
51,775 Added 122.91%
93,899 $2.23 Million
Q1 2022

May 04, 2022
SELL
$24.49 - $26.0 $4,775 - $5,070
-195 Reduced 0.46%
42,124 $1.04 Million
Q4 2021

Feb 08, 2022
BUY
$25.98 - $26.52 $36,372 - $37,128
1,400 Added 3.42%
42,319 $1.1 Million
Q3 2021

Nov 10, 2021
BUY
$26.47 - $26.76 $52,940 - $53,520
2,000 Added 5.14%
40,919 $1.08 Million
Q2 2021

Aug 09, 2021
BUY
$26.28 - $26.69 $370,915 - $376,702
14,114 Added 56.9%
38,919 $1.04 Million
Q1 2021

May 07, 2021
BUY
$26.27 - $27.07 $173,802 - $179,095
6,616 Added 36.37%
24,805 $654,000
Q4 2020

Feb 04, 2021
BUY
$26.72 - $27.1 $486,010 - $492,921
18,189 New
18,189 $493,000

Others Institutions Holding IBDR

# of Institutions
434
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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