News + Filings Holdings
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LYELL WEALTH MANAGEMENT, LP
> IBDQ
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IBDQ | 250,105 | 23,020 | 6,097,560,000 | 527,165,000 | $24,380.00 |
03/31/2023 | iSHARES TRUST | IBDQ | 227,085 | 7,591 | 5,570,395,000 | 232,301,000 | $24,530.00 |
12/31/2022 | iSHARES TRUST | IBDQ | 219,494 | 74,487 | 5,338,094,000 | 5,334,512,000 | $24,320.00 |
06/30/2022 | iSHARES TRUST | IBDQ | 145,007 | 9,315 | 3,582,000 | 156,000 | $24.70 |
03/31/2022 | iSHARES TRUST | IBDQ | 135,692 | 1,750 | 3,426,000 | -113,000 | $25.25 |
12/31/2021 | iSHARES TRUST | IBDQ | 133,942 | -3,450 | 3,539,000 | -147,000 | $26.42 |
03/31/2021 | iSHARES TRUST | IBDQ | 137,392 | 29,265 | 3,686,000 | 727,000 | $26.83 |
12/31/2020 | iSHARES TRUST | IBDQ | 108,127 | 24,955 | 2,959,000 | 703,000 | $27.37 |
09/30/2020 | iSHARES TRUST | IBDQ | 83,172 | 36,497 | 2,256,000 | 997,000 | $27.12 |
06/30/2020 | iSHARES TRUST | IBDQ | 46,675 | 23,800 | 1,259,000 | 688,000 | $26.97 |
03/31/2020 | iSHARES TRUST | IBDQ | 22,875 | 22,875 | 571,000 | 571,000 | $24.96 |
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