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

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

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 19,275 shares of IBDW stock, worth $397,257. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,275
Previous 12,725 51.47%
Holding current value
$397,257
Previous $264,000 49.24%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
128
Shares Held
32.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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