Lyell Wealth Management, LP Ishares Tr Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 236,645 shares of IBDV stock, worth $5.18 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
236,645
Previous 218,035
8.54%
Holding current value
$5.18 Million
Previous $4.67 Million
7.85%
% of portfolio
0.48%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding IBDV
# of Institutions
174Shares Held
38.5MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$52.4 Million1.16% of portfolio
-
Capital Advisors Inc2.23MShares$48.8 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$45.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$42.3 Million0.06% of portfolio
-
Aptus Capital Advisors, LLC1.89MShares$41.3 Million0.77% of portfolio