Lyell Wealth Management, LP Ishares Tr Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 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 3,088 shares of ITB stock, worth $380,441. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,088
Previous 3,078
0.32%
Holding current value
$380,441
Previous $356,000
12.36%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding ITB
# of Institutions
367Shares Held
17.7MCall Options Held
2.58MPut Options Held
3.27M-
Bank Of America Corp Charlotte, NC4.64MShares$571 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.39MShares$171 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.18MShares$146 Million0.01% of portfolio
-
Ubs Group Ag696KShares$85.7 Million0.02% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD637KShares$78.5 Million0.01% of portfolio