Lyell Wealth Management, LP Ishares Expanded Tech Software Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

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 10,377 shares of IGV stock, worth $1.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,377
Previous 5,252 97.58%
Holding current value
$1.14 Million
Previous $467,000 143.25%
% of portfolio
0.09%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$80.15 - $109.5 $410,768 - $561,187
5,125 Added 97.58%
10,377 $1.14 Million
Q1 2025

May 08, 2025
BUY
$88.3 - $107.83 $78,410 - $95,753
888 Added 20.35%
5,252 $467,000
Q4 2024

Jan 31, 2025
BUY
$87.5 - $110.17 $46,637 - $58,720
533 Added 13.91%
4,364 $436,000
Q3 2024

Oct 23, 2024
BUY
$77.94 - $89.37 $13,639 - $15,639
175 Added 4.79%
3,831 $342,000
Q2 2024

Aug 08, 2024
SELL
$77.36 - $86.9 $1.5 Million - $1.68 Million
-19,369 Reduced 84.12%
3,656 $317,000
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
766
Shares Held
73.2M
Call Options Held
8.56M
Put Options Held
2.38M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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