Lyell Wealth Management, LP ISHARES TR Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	N/A	-93,389 Closed	0 $0
Q3 2020 Nov 04, 2020	SELL	N/A	-5,100 Reduced 5.18%	93,389 $2.36 Million
Q2 2020 Jul 30, 2020	BUY	N/A	2,750 Added 2.87%	98,489 $2.5 Million
Q1 2020 May 11, 2020	SELL	N/A	-7,000 Reduced 6.81%	95,739 $2.41 Million
Q4 2019 Feb 05, 2020	BUY	N/A	5,500 Added 5.66%	102,739 $2.6 Million
Q3 2019 Nov 06, 2019	BUY	N/A	11,475 Added 13.38%	97,239 $2.47 Million
Q2 2019 Aug 01, 2019	BUY	N/A	1,827 Added 2.18%	85,764 $2.17 Million
Q1 2019 May 06, 2019	BUY	N/A	950 Added 1.14%	83,937 $2.12 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-1,000 Reduced 1.19%	82,987 $2.07 Million
Q3 2018 Oct 30, 2018	BUY	N/A	1,500 Added 1.82%	83,987 $2.1 Million
Q2 2018 Jul 30, 2018	SELL	N/A	-2,300 Reduced 2.71%	82,487 $2.07 Million
Q1 2018 May 07, 2018	BUY	N/A	18,650 Added 28.2%	84,787 $2.13 Million
Q4 2017 Jan 30, 2018	BUY	N/A	7,975 Added 13.71%	66,137 $1.67 Million
Q3 2017 Oct 26, 2017	BUY	N/A	58,162	58,162 $1.49 Million

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