Lyell Wealth Management, LP Ishares Russell 1000 Val ETF Transaction History

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,320 shares of IWD stock, worth $242,840. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,320
Holding current value
$242,840
% of portfolio
0.02%

Shares

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

Jan 31, 2025
BUY
$183.23 - $199.79 $241,863 - $263,722
1,320 New
1,320 $244,000
Q3 2021

Nov 10, 2021
SELL
$154.62 - $164.07 $338,308 - $358,985
-2,188 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $31,794 - $33,779
208 Added 10.51%
2,188 $347,000
Q1 2021

May 07, 2021
BUY
$134.89 - $153.0 $267,082 - $302,940
1,980 New
1,980 $300,000

Others Institutions Holding IWD

# of Institutions
1,882
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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