Lyell Wealth Management, LP ISHARES TR Transaction History

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 05, 2020
SELL
N/A
-23,435 Closed
0 $0
Q2 2019

Aug 01, 2019
SELL
N/A
-1,860 Reduced 7.35%
23,435 $583,000
Q3 2018

Oct 30, 2018
BUY
N/A
1,375 Added 5.75%
25,295 $627,000
Q2 2018

Jul 30, 2018
SELL
N/A
-3,000 Reduced 11.14%
23,920 $593,000
Q1 2018

May 07, 2018
BUY
N/A
6,950 Added 34.8%
26,920 $667,000
Q4 2017

Jan 30, 2018
BUY
N/A
2,650 Added 15.3%
19,970 $497,000
Q3 2017

Oct 26, 2017
BUY
N/A
17,320
17,320 $434,000
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