Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 346,703 shares of IBDU stock, worth $8.04 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
346,703
Previous 327,578 5.84%
Holding current value
$8.04 Million
Previous $7.47 Million 7.38%
% of portfolio
0.76%
Previous 0.68%

Shares

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

May 08, 2025
BUY
$22.61 - $23.14 $432,416 - $442,552
19,125 Added 5.84%
346,703 $8.02 Million
Q4 2024

Jan 31, 2025
BUY
$22.71 - $23.47 $491,762 - $508,219
21,654 Added 7.08%
327,578 $7.47 Million
Q3 2024

Oct 23, 2024
BUY
$22.51 - $23.57 $1.3 Million - $1.36 Million
57,724 Added 23.26%
305,924 $7.19 Million
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
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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