Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2032 Ter Transaction History

Lyell Wealth Management, LP

$1.06 Billion
Q1 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 214,875 shares of IBDX stock, worth $5.38 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

214,875

Previous 213,975 0.42%

Holding current value

$5.38 Million

Previous $5.26 Million 2.09%

% of portfolio

0.51%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$24.21 - $25.09 $21,789 - $22,581	900 Added 0.42%	214,875 $5.37 Million
Q4 2024 Jan 31, 2025	BUY	$24.5 - $25.72 $404,250 - $424,380	16,500 Added 8.36%	213,975 $5.26 Million
Q3 2024 Oct 23, 2024	BUY	$24.34 - $25.83 $475,847 - $504,976	19,550 Added 10.99%	197,475 $5.08 Million
Q2 2024 Aug 08, 2024	BUY	$24.0 - $24.77 $390,600 - $403,131	16,275 Added 10.07%	177,925 $4.37 Million
Q1 2024 May 03, 2024	BUY	$24.5 - $25.2 $1.77 Million - $1.82 Million	72,100 Added 80.51%	161,650 $4.01 Million
Q4 2023 Feb 02, 2024	BUY	$22.73 - $25.34 $2.04 Million - $2.27 Million	89,550 New	89,550 $2.26 Million

Others Institutions Holding IBDX

# of Institutions

148

Shares Held

35.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

Ticker IBDX
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Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2032 Ter Transaction History