Lyell Wealth Management, LP ISHARES TR Transaction History

Lyell Wealth Management, LP

$1.1 Billion
Q4 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	N/A	-139,905 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	N/A	-9,385 Reduced 6.29%	139,905 $3.46 Million
Q2 2021 Aug 09, 2021	SELL	N/A	-14,980 Reduced 9.12%	149,290 $3.7 Million
Q1 2021 May 07, 2021	SELL	N/A	-9,375 Reduced 5.4%	164,270 $4.08 Million
Q4 2020 Feb 04, 2021	SELL	N/A	-5,244 Reduced 2.93%	173,645 $4.33 Million
Q3 2020 Nov 04, 2020	BUY	N/A	800 Added 0.45%	178,889 $4.48 Million
Q2 2020 Jul 30, 2020	BUY	N/A	24,300 Added 15.8%	178,089 $4.48 Million
Q1 2020 May 11, 2020	SELL	N/A	-4,160 Reduced 2.63%	153,789 $3.79 Million
Q4 2019 Feb 05, 2020	BUY	N/A	10,731 Added 7.29%	157,949 $3.94 Million
Q3 2019 Nov 06, 2019	BUY	N/A	18,485 Added 14.36%	147,218 $3.68 Million
Q2 2019 Aug 01, 2019	BUY	N/A	4,915 Added 3.97%	128,733 $3.21 Million
Q1 2019 May 06, 2019	BUY	N/A	10,725 Added 9.48%	123,818 $3.06 Million
Q4 2018 Feb 11, 2019	BUY	N/A	3,100 Added 2.82%	113,093 $2.76 Million
Q3 2018 Oct 30, 2018	BUY	N/A	3,575 Added 3.36%	109,993 $2.68 Million
Q2 2018 Jul 30, 2018	BUY	N/A	200 Added 0.19%	106,418 $2.59 Million
Q1 2018 May 07, 2018	BUY	N/A	10,050 Added 10.45%	106,218 $2.6 Million
Q4 2017 Jan 30, 2018	BUY	N/A	3,255 Added 3.5%	96,168 $2.39 Million
Q3 2017 Oct 26, 2017	BUY	N/A	92,913	92,913 $2.33 Million

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