Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2031 Ter Transaction History

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 236,975 shares of IBDW stock, worth $4.86 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
236,975
Previous 165,800 42.93%
Holding current value
$4.86 Million
Previous $3.52 Million 37.07%
% of portfolio
0.44%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$20.28 - $21.2 $1.44 Million - $1.51 Million
71,175 Added 42.93%
236,975 $4.82 Million
Q3 2024

Oct 23, 2024
BUY
$20.12 - $21.28 $2.78 Million - $2.94 Million
138,250 Added 501.81%
165,800 $3.52 Million
Q2 2024

Aug 08, 2024
BUY
$19.84 - $20.44 $164,176 - $169,141
8,275 Added 42.93%
27,550 $558,000
Q1 2024

May 03, 2024
BUY
$20.24 - $20.75 $132,572 - $135,912
6,550 Added 51.47%
19,275 $394,000
Q4 2023

Feb 02, 2024
BUY
$18.79 - $20.85 $239,102 - $265,316
12,725 New
12,725 $264,000

Others Institutions Holding IBDW

# of Institutions
165
Shares Held
42.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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