Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 248,200 shares of IBDU stock, worth $5.77 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

248,200

Previous 215,780 15.02%

Holding current value

$5.77 Million

Previous $4.92 Million 14.26%

% of portfolio

0.54%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$22.29 - $22.77 $722,641 - $738,203	32,420 Added 15.02%	248,200 $5.63 Million
Q1 2024 May 03, 2024	BUY	$22.61 - $23.1 $820,403 - $838,183	36,285 Added 20.22%	215,780 $4.92 Million
Q4 2023 Feb 02, 2024	BUY	$21.44 - $23.11 $346,148 - $373,110	16,145 Added 9.88%	179,495 $4.14 Million
Q3 2023 Oct 31, 2023	BUY	$21.83 - $22.62 $245,696 - $254,588	11,255 Added 7.4%	163,350 $3.58 Million
Q2 2023 Aug 04, 2023	BUY	$22.32 - $23.04 $921,258 - $950,976	41,275 Added 37.25%	152,095 $3.41 Million
Q1 2023 May 03, 2023	BUY	$21.99 - $23.12 $660,139 - $694,062	30,020 Added 37.15%	110,820 $2.54 Million
Q4 2022 Jan 24, 2023	BUY	$21.21 - $22.74 $1.71 Million - $1.84 Million	80,800 New	80,800 $0

Others Institutions Holding IBDU

# of Institutions

205

Shares Held

48.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2029 Ter Transaction History