Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 161,650 shares of IBDX stock, worth $3.95 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
161,650
Previous 89,550 80.51%
Holding current value
$3.95 Million
Previous $2.26 Million 77.51%
% of portfolio
0.41%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
103
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
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