Ishares Tr shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 |
|---|---|---|---|
| 2025-09-30 | $5.9M | 231k | 25.62 |
| 2025-06-30 | $5.5M | 218k | 25.29 |
| 2025-03-31 | $5.4M | 215k | 24.99 |
| 2024-12-31 | $5.3M | 214k | 24.58 |
| 2024-09-30 | $5.1M | 198k | 25.71 |
| 2024-06-30 | $4.4M | 178k | 24.56 |
| 2024-03-31 | $4.0M | 162k | 24.81 |
| 2023-12-31 | $2.3M | 90k | 25.23 |