Lyell Wealth Management, LP Ishares Tr Transaction History

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 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 268,570 shares of IBDV stock, worth $5.72 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
268,570
Previous 236,645 13.49%
Holding current value
$5.72 Million
Previous $5.03 Million 18.35%
% of portfolio
0.55%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$21.11 - $22.24 $673,936 - $710,012
31,925 Added 13.49%
268,570 $5.95 Million
Q2 2024

Aug 08, 2024
BUY
$20.82 - $21.38 $387,460 - $397,881
18,610 Added 8.54%
236,645 $5.03 Million
Q1 2024

May 03, 2024
BUY
$21.16 - $21.68 $962,568 - $986,223
45,490 Added 26.36%
218,035 $4.67 Million
Q4 2023

Feb 02, 2024
BUY
$19.85 - $21.72 $1.52 Million - $1.66 Million
76,350 Added 79.37%
172,545 $3.73 Million
Q3 2023

Oct 31, 2023
BUY
$20.34 - $21.26 $1.96 Million - $2.05 Million
96,195 New
96,195 $1.96 Million

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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