Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2027 Ter Transaction History

Lyell Wealth Management, LP

  • $1.06 Billion
  • Q1 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 389,449 shares of IBDS stock, worth $9.42 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
389,449
Previous 363,921 7.01%
Holding current value
$9.42 Million
Previous $8.72 Million 7.99%
% of portfolio
0.89%
Previous 0.79%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$23.9 - $24.18 $610,119 - $617,267
25,528 Added 7.01%
389,449 $9.42 Million
Q4 2024

Jan 31, 2025
BUY
$23.88 - $24.32 $417,661 - $425,356
17,490 Added 5.05%
363,921 $8.72 Million
Q3 2024

Oct 23, 2024
BUY
$23.63 - $24.42 $863,983 - $892,868
36,563 Added 11.8%
346,431 $8.44 Million
Q2 2024

Aug 08, 2024
BUY
$23.48 - $23.77 $712,430 - $721,229
30,342 Added 10.85%
309,868 $7.35 Million
Q1 2024

May 03, 2024
BUY
$23.67 - $24.03 $1.5 Million - $1.52 Million
63,256 Added 29.25%
279,526 $6.65 Million
Q4 2023

Feb 02, 2024
BUY
$22.84 - $23.94 $1.09 Million - $1.15 Million
47,916 Added 28.46%
216,270 $5.18 Million
Q3 2023

Oct 31, 2023
BUY
$23.07 - $23.6 $591,676 - $605,269
25,647 Added 17.97%
168,354 $3.9 Million
Q2 2023

Aug 04, 2023
BUY
$23.39 - $23.94 $417,862 - $427,688
17,865 Added 14.31%
142,707 $3.35 Million
Q1 2023

May 03, 2023
BUY
$23.15 - $24.01 $208,465 - $216,210
9,005 Added 7.77%
124,842 $2.97 Million
Q4 2022

Jan 24, 2023
BUY
$22.55 - $23.67 $712,737 - $748,137
31,607 Added 37.52%
115,837 $0
Q3 2022

Oct 24, 2022
BUY
$22.77 - $24.53 $79,695 - $85,855
3,500 Added 4.34%
84,230 $1.94 Million
Q2 2022

Jul 28, 2022
BUY
$23.33 - $24.86 $1.88 Million - $2.01 Million
80,730 New
80,730 $1.93 Million

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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