Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2027 Ter Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
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 363,921 shares of IBDS stock, worth $8.76 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
363,921
Previous 346,431
5.05%
Holding current value
$8.76 Million
Previous $8.44 Million
3.28%
% of portfolio
0.79%
Previous 0.77%
Shares
11 transactions
Others Institutions Holding IBDS
# of Institutions
377Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio