Lyell Wealth Management, LP Ishares Tr Broad Usd Inbd Etfv Transaction History

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Lyell Wealth Management, LP holds 9,815 shares of USIG stock, worth $499,583. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,815
Previous 9,815 -0.0%
Holding current value
$499,583
Previous $516,000 4.46%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024
SELL
$46.72 - $51.48 $14,249 - $15,701
-305 Reduced 3.01%
9,815 $503,000
Q3 2023

Oct 31, 2023
SELL
$48.03 - $50.28 $302,108 - $316,261
-6,290 Reduced 38.33%
10,120 $486,000
Q2 2023

Aug 04, 2023
SELL
$49.44 - $51.04 $59,328 - $61,248
-1,200 Reduced 6.81%
16,410 $821,000
Q1 2023

May 03, 2023
BUY
$49.01 - $51.53 $136,737 - $143,768
2,790 Added 18.83%
17,610 $892,000
Q4 2022

Jan 24, 2023
SELL
$46.74 - $50.68 $236,037 - $255,934
-5,050 Reduced 25.42%
14,820 $0
Q3 2022

Oct 24, 2022
SELL
$47.75 - $52.55 $112,690 - $124,018
-2,360 Reduced 10.62%
19,870 $955,000
Q2 2022

Jul 28, 2022
BUY
$49.92 - $55.16 $127,296 - $140,658
2,550 Added 12.96%
22,230 $1.13 Million
Q1 2022

May 04, 2022
BUY
$54.36 - $59.32 $91,324 - $99,657
1,680 Added 9.33%
19,680 $1.08 Million
Q4 2021

Feb 08, 2022
BUY
$59.32 - $60.73 $259,821 - $265,997
4,380 Added 32.16%
18,000 $1.08 Million
Q2 2021

Aug 09, 2021
SELL
$59.01 - $60.59 $35,406 - $36,354
-600 Reduced 4.22%
13,620 $825,000
Q1 2021

May 07, 2021
BUY
$58.48 - $61.79 $240,937 - $254,574
4,120 Added 40.79%
14,220 $840,000
Q4 2020

Feb 04, 2021
BUY
$60.4 - $62.05 $610,040 - $626,705
10,100 New
10,100 $626,000

Others Institutions Holding USIG

# of Institutions
464
Shares Held
177M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

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