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
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 | $4.0M | 162k | 24.81 |
2023-12-31 | $2.3M | 90k | 25.23 |