Lyell Wealth Management, LP Ishares Russell 3000 ETF Transaction History
Lyell Wealth Management, LP
- $978 Million
- Q1 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,370 shares of IWV stock, worth $430,070. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,370Holding current value
$430,070% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
804Shares Held
25.2MCall Options Held
24.2KPut Options Held
10.5K-
Scs Capital Management LLC Boston, MA2.07MShares$650 Million13.28% of portfolio
-
Morgan Stanley New York, NY1.22MShares$382 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.06MShares$332 Million0.06% of portfolio
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Black Rock Inc. New York, NY958KShares$301 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$293 Million0.03% of portfolio