Lyell Wealth Management, LP Ishares Tr Transaction History

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 8,535 shares of IEFA stock, worth $634,406. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,535
Previous 9,610 11.19%
Holding current value
$634,406
Previous $698,000 4.58%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$70.09 - $78.74 $75,346 - $84,645
-1,075 Reduced 11.19%
8,535 $666,000
Q2 2024

Aug 08, 2024
SELL
$70.77 - $76.19 $13,446 - $14,476
-190 Reduced 1.94%
9,610 $698,000
Q1 2024

May 03, 2024
BUY
$68.14 - $74.43 $210,211 - $229,616
3,085 Added 45.94%
9,800 $727,000
Q4 2023

Feb 02, 2024
BUY
$61.3 - $70.47 $213,507 - $245,447
3,483 Added 107.77%
6,715 $472,000
Q3 2023

Oct 31, 2023
SELL
$64.04 - $69.58 $195,322 - $212,219
-3,050 Reduced 48.55%
3,232 $207,000
Q2 2023

Aug 04, 2023
BUY
$66.03 - $69.1 $14,856 - $15,547
225 Added 3.71%
6,282 $424,000
Q1 2023

May 03, 2023
SELL
$62.17 - $67.7 $186,510 - $203,100
-3,000 Reduced 33.12%
6,057 $404,000
Q4 2022

Jan 24, 2023
BUY
$52.35 - $63.65 $474,133 - $576,478
9,057 New
9,057 $0
Q2 2022

Jul 28, 2022
SELL
$57.91 - $70.46 $247,159 - $300,723
-4,268 Closed
0 $0
Q1 2022

May 04, 2022
SELL
$63.26 - $75.48 $29,352 - $35,022
-464 Reduced 9.81%
4,268 $297,000
Q4 2021

Feb 08, 2022
BUY
$72.36 - $77.76 $54,052 - $58,086
747 Added 18.75%
4,732 $354,000
Q3 2021

Nov 10, 2021
SELL
$72.98 - $78.2 $82,832 - $88,757
-1,135 Reduced 22.17%
3,985 $296,000
Q2 2021

Aug 09, 2021
BUY
$73.11 - $77.88 $63,605 - $67,755
870 Added 20.47%
5,120 $383,000
Q1 2021

May 07, 2021
BUY
$68.58 - $73.12 $291,465 - $310,760
4,250 New
4,250 $306,000

Others Institutions Holding IEFA

# of Institutions
1,968
Shares Held
1.42B
Call Options Held
141K
Put Options Held
534K
View Full List

About ISHARES TR

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