Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2026 Ter Call Options Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBDR

# of Institutions

361

Shares Held

86.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.57M
Shares

$180 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.08M
Shares

$121 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.32M
Shares

$78.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.96M
Shares

$70.3 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$56.4 Million
0.06% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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