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

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 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 165,800 shares of IBDW stock, worth $3.4 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
165,800
Previous 27,550 501.81%
Holding current value
$3.4 Million
Previous $558,000 530.47%
% of portfolio
0.32%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
149
Shares Held
39.2M
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
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email