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
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Quarterly reported holdings in Ishares Tr by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |