Lyell Wealth Management, LP Ishares Expanded Tech Software Transaction History

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Lyell Wealth Management, LP holds 23,025 shares of IGV stock, worth $2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,025
Previous 5,065 354.59%
Holding current value
$2 Million
Previous $2.05 Million 4.43%
% of portfolio
0.2%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$83.56 - $442.01 $1.5 Million - $7.94 Million
17,960 Added 354.59%
23,025 $1.96 Million
Q4 2023

Feb 02, 2024
BUY
$329.19 - $408.79 $1.44 Million - $1.79 Million
4,385 Added 644.85%
5,065 $2.05 Million
Q3 2023

Oct 31, 2023
SELL
$334.35 - $367.01 $8,358 - $9,175
-25 Reduced 3.55%
680 $232,000
Q2 2023

Aug 04, 2023
BUY
$287.57 - $349.4 $2,875 - $3,494
10 Added 1.44%
705 $243,000
Q1 2023

May 03, 2023
BUY
$249.85 - $304.7 $173,645 - $211,766
695 New
695 $211,000

Others Institutions Holding IGV

# of Institutions
529
Shares Held
58M
Call Options Held
1.17M
Put Options Held
2.68M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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