Ishares Tr shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDW) 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 ExcelQuarterly reported holdings in Ishares Tr by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $395k | 19k | 20.49 |
2023-12-31 | $264k | 13k | 20.77 |