Lyell Wealth Management, LP Ishares S&P Midcap 400 Growth Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Lyell Wealth Management, LP holds 2,875 shares of IJK stock, worth $272,320. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,875
Previous 2,875
-0.0%
Holding current value
$272,320
Previous $253,000
4.35%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding IJK
# of Institutions
933Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$642 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$640 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$351 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$287 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$210 Million0.05% of portfolio