Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2026 Ter Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
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 302,208 shares of IBDR stock, worth $7.18 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
302,208
Previous 286,398
5.52%
Holding current value
$7.18 Million
Previous $6.83 Million
5.39%
% of portfolio
0.69%
Previous 0.7%
Shares
15 transactions
Others Institutions Holding IBDR
# of Institutions
355Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.4 Million0.06% of portfolio