Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 354,738 shares of IBDT stock, worth $9 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
354,738
Previous 331,018 7.17%
Holding current value
$9 Million
Previous $8.24 Million 8.71%
% of portfolio
0.85%
Previous 0.75%

Shares

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

May 08, 2025
BUY
$24.79 - $25.26 $588,018 - $599,167
23,720 Added 7.17%
354,738 $8.96 Million
Q4 2024

Jan 31, 2025
BUY
$24.82 - $25.48 $568,725 - $583,848
22,914 Added 7.44%
331,018 $8.24 Million
Q3 2024

Oct 23, 2024
BUY
$24.62 - $25.59 $1.14 Million - $1.19 Million
46,353 Added 17.71%
308,104 $7.87 Million
Q2 2024

Aug 08, 2024
BUY
$24.4 - $24.86 $694,180 - $707,267
28,450 Added 12.19%
261,751 $6.48 Million
Q1 2024

May 03, 2024
BUY
$24.69 - $25.14 $1.83 Million - $1.86 Million
74,135 Added 46.58%
233,301 $5.81 Million
Q4 2023

Feb 02, 2024
BUY
$23.63 - $25.1 $729,836 - $775,238
30,886 Added 24.08%
159,166 $3.99 Million
Q3 2023

Oct 31, 2023
BUY
$23.94 - $24.67 $235,210 - $242,382
9,825 Added 8.29%
128,280 $3.08 Million
Q2 2023

Aug 04, 2023
BUY
$24.43 - $25.1 $409,813 - $421,052
16,775 Added 16.5%
118,455 $2.9 Million
Q1 2023

May 03, 2023
BUY
$24.16 - $25.2 $583,947 - $609,084
24,170 Added 31.18%
101,680 $2.54 Million
Q4 2022

Jan 24, 2023
BUY
$23.29 - $24.79 $1.81 Million - $1.92 Million
77,510 New
77,510 $0

Others Institutions Holding IBDT

# of Institutions
356
Shares Held
85.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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