Lyell Wealth Management, LP Ishares Russell 1000 Gr ETF Transaction History

Lyell Wealth Management, LP

  • $1.04 Billion
  • Q2 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 3,020 shares of IWF stock, worth $1.13 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,020
Previous 3,200 5.63%
Holding current value
$1.13 Million
Previous $1.08 Million 2.04%
% of portfolio
0.11%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$316.15 - $367.33 $56,906 - $66,119
-180 Reduced 5.63%
3,020 $1.1 Million
Q3 2023

Oct 31, 2023
SELL
$263.8 - $285.38 $123,986 - $134,128
-470 Reduced 12.81%
3,200 $851,000
Q1 2023

May 03, 2023
BUY
$209.92 - $244.33 $137,077 - $159,547
653 Added 21.64%
3,670 $896,000
Q4 2022

Jan 24, 2023
SELL
$207.03 - $232.89 $62,109 - $69,867
-300 Reduced 9.04%
3,017 $0
Q3 2022

Oct 24, 2022
SELL
$210.4 - $257.47 $63,120 - $77,241
-300 Reduced 8.29%
3,317 $698,000
Q1 2022

May 04, 2022
SELL
$246.62 - $307.78 $121,337 - $151,427
-492 Reduced 11.97%
3,617 $1 Million
Q2 2021

Aug 09, 2021
BUY
$244.58 - $272.16 $62,123 - $69,128
254 Added 6.59%
4,109 $1.12 Million
Q1 2021

May 07, 2021
BUY
$230.04 - $254.69 $175,520 - $194,328
763 Added 24.68%
3,855 $937,000
Q4 2020

Feb 04, 2021
BUY
$209.58 - $241.25 $183,592 - $211,335
876 Added 39.53%
3,092 $746,000
Q3 2019

Nov 06, 2019
BUY
$158.47 - $162.55 $99,043 - $101,593
625 Added 39.28%
2,216 $354,000
Q4 2018

Feb 11, 2019
SELL
N/A
-29 Reduced 1.79%
1,591 $208,000
Q1 2018

May 07, 2018
SELL
N/A
-19 Reduced 1.16%
1,620 $220,000
Q3 2017

Oct 26, 2017
BUY
N/A
1,639
1,639 $205,000

Others Institutions Holding IWF

# of Institutions
2,145
Shares Held
203M
Call Options Held
396K
Put Options Held
84.5K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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