Lyell Wealth Management, LP Ishares National Muni Bond ETF Transaction History

Lyell Wealth Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	SELL	$102.55 - $108.59 $34,867 - $36,920	-340 Reduced 8.89%	3,485 $357,000
Q2 2022 Jul 28, 2022	BUY	$104.73 - $109.51 $50,270 - $52,564	480 Added 14.35%	3,825 $407,000
Q1 2022 May 04, 2022	BUY	$109.33 - $116.18 $27,879 - $29,625	255 Added 8.25%	3,345 $367,000
Q2 2021 Aug 09, 2021	SELL	$115.91 - $117.6 $11,591 - $11,760	-100 Reduced 3.13%	3,090 $362,000
Q1 2021 May 07, 2021	BUY	$115.3 - $117.87 $25,942 - $26,520	225 Added 7.59%	3,190 $370,000
Q4 2020 Feb 04, 2021	BUY	$115.08 - $117.2 $341,212 - $347,498	2,965 New	2,965 $347,000

1,509

304M

506K

427K

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