Lyell Wealth Management, LP Ishares Expanded Tech Software Transaction History

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Lyell Wealth Management, LP holds 10,341 shares of IGV stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,341
Previous 10,377 0.35%
Holding current value
$1.11 Million
Previous $1.14 Million 4.67%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$105.96 - $117.79 $3,814 - $4,240
-36 Reduced 0.35%
10,341 $1.19 Million
Q2 2025

Jul 29, 2025
BUY
$80.15 - $109.5 $410,768 - $561,187
5,125 Added 97.58%
10,377 $1.14 Million
Q1 2025

May 08, 2025
BUY
$88.3 - $107.83 $78,410 - $95,753
888 Added 20.35%
5,252 $467,000
Q4 2024

Jan 31, 2025
BUY
$87.5 - $110.17 $46,637 - $58,720
533 Added 13.91%
4,364 $436,000
Q3 2024

Oct 23, 2024
BUY
$77.94 - $89.37 $13,639 - $15,639
175 Added 4.79%
3,831 $342,000
Q2 2024

Aug 08, 2024
SELL
$77.36 - $86.9 $1.5 Million - $1.68 Million
-19,369 Reduced 84.12%
3,656 $317,000
Q1 2024

May 03, 2024
BUY
$83.56 - $442.01 $1.5 Million - $7.94 Million
17,960 Added 354.59%
23,025 $1.96 Million
Q4 2023

Feb 02, 2024
BUY
$329.19 - $408.79 $1.44 Million - $1.79 Million
4,385 Added 644.85%
5,065 $2.05 Million
Q3 2023

Oct 31, 2023
SELL
$334.35 - $367.01 $8,358 - $9,175
-25 Reduced 3.55%
680 $232,000
Q2 2023

Aug 04, 2023
BUY
$287.57 - $349.4 $2,875 - $3,494
10 Added 1.44%
705 $243,000
Q1 2023

May 03, 2023
BUY
$249.85 - $304.7 $173,645 - $211,766
695 New
695 $211,000

Others Institutions Holding IGV

# of Institutions
761
Shares Held
56.2M
Call Options Held
3.07M
Put Options Held
6.16M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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