Ishares Tr shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 372k | 22.15 |
| 2025-06-30 | $7.3M | 333k | 21.98 |
| 2025-03-31 | $7.0M | 322k | 21.72 |
| 2024-12-31 | $6.5M | 303k | 21.36 |
| 2024-09-30 | $6.0M | 269k | 22.17 |
| 2024-06-30 | $5.0M | 237k | 21.26 |
| 2024-03-31 | $4.7M | 218k | 21.40 |
| 2023-12-31 | $3.7M | 173k | 21.64 |
| 2023-09-30 | $2.0M | 96k | 20.38 |