Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2031 Ter Transaction History

Lyell Wealth Management, LP

$1.24 Billion
Q2 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 253,000 shares of IBDW stock, worth $5.36 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

253,000

Previous 243,975 3.7%

Holding current value

$5.36 Million

Previous $5.06 Million 5.16%

% of portfolio

0.43%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$20.23 - $21.04 $182,575 - $189,886	9,025 Added 3.7%	253,000 $5.32 Million
Q1 2025 May 08, 2025	BUY	$20.1 - $20.8 $140,700 - $145,600	7,000 Added 2.95%	243,975 $5.06 Million
Q4 2024 Jan 31, 2025	BUY	$20.28 - $21.2 $1.44 Million - $1.51 Million	71,175 Added 42.93%	236,975 $4.82 Million
Q3 2024 Oct 23, 2024	BUY	$20.12 - $21.28 $2.78 Million - $2.94 Million	138,250 Added 501.81%	165,800 $3.52 Million
Q2 2024 Aug 08, 2024	BUY	$19.84 - $20.44 $164,176 - $169,141	8,275 Added 42.93%	27,550 $558,000
Q1 2024 May 03, 2024	BUY	$20.24 - $20.75 $132,572 - $135,912	6,550 Added 51.47%	19,275 $394,000
Q4 2023 Feb 02, 2024	BUY	$18.79 - $20.85 $239,102 - $265,316	12,725 New	12,725 $264,000

Others Institutions Holding IBDW

# of Institutions

230

Shares Held

64.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2031 Ter Transaction History