Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 213,975 shares of IBDX stock, worth $5.28 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
213,975
Previous 197,475 8.36%
Holding current value
$5.28 Million
Previous $5.08 Million 3.58%
% of portfolio
0.48%
Previous 0.47%

Shares

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

Jan 31, 2025
BUY
$24.5 - $25.72 $404,250 - $424,380
16,500 Added 8.36%
213,975 $5.26 Million
Q3 2024

Oct 23, 2024
BUY
$24.34 - $25.83 $475,847 - $504,976
19,550 Added 10.99%
197,475 $5.08 Million
Q2 2024

Aug 08, 2024
BUY
$24.0 - $24.77 $390,600 - $403,131
16,275 Added 10.07%
177,925 $4.37 Million
Q1 2024

May 03, 2024
BUY
$24.5 - $25.2 $1.77 Million - $1.82 Million
72,100 Added 80.51%
161,650 $4.01 Million
Q4 2023

Feb 02, 2024
BUY
$22.73 - $25.34 $2.04 Million - $2.27 Million
89,550 New
89,550 $2.26 Million

Others Institutions Holding IBDX

# of Institutions
124
Shares Held
27.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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