Lyell Wealth Management, LP Ishares Tr Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 4,380 shares of ITB stock, worth $433,269. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,380
Previous 3,098
41.38%
Holding current value
$433,269
Previous $393,000
15.01%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding ITB
# of Institutions
422Shares Held
21.4MCall Options Held
2.11MPut Options Held
6.77M-
Bank Of America Corp Charlotte, NC6.72MShares$664 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY1.55MShares$153 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.52MShares$150 Million0.01% of portfolio
-
Ubs Group Ag1.19MShares$118 Million0.02% of portfolio
-
Citigroup Inc985KShares$97.4 Million0.06% of portfolio