News + Filings Holdings
|
LYELL WEALTH MANAGEMENT, LP
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 8,113 | -1,636 | 808,460,000 | -134,268,000 | $99,649.94 |
| 03/31/2023 | iSHARES TRUST | IJR | 9,749 | -1,732 | 942,728,000 | -143,834,000 | $96,699.97 |
| 12/31/2022 | iSHARES TRUST | IJR | 11,481 | 1,176 | 1,086,562,000 | 1,085,610,000 | $94,640.01 |
| 06/30/2022 | iSHARES TRUST | IJR | 10,305 | 1,995 | 952,000 | 56,000 | $92.38 |
| 03/31/2022 | iSHARES TRUST | IJR | 8,310 | 3,612 | 896,000 | 358,000 | $107.82 |
| 12/31/2021 | iSHARES TRUST | IJR | 4,698 | -1,417 | 538,000 | -126,000 | $114.52 |
| 03/31/2021 | iSHARES TRUST | IJR | 6,115 | 6,115 | 664,000 | 664,000 | $108.59 |
| 06/30/2020 | iSHARES TRUST | IJR | 0 | -16,870 | 0 | -947,000 | |
| 03/31/2020 | iSHARES TRUST | IJR | 16,870 | -5,490 | 947,000 | -928,000 | $56.14 |
| 12/31/2019 | iSHARES TRUST | IJR | 22,360 | 2,320 | 1,875,000 | 315,000 | $83.86 |
| 09/30/2019 | iSHARES TRUST | IJR | 20,040 | 755 | 1,560,000 | 50,000 | $77.84 |
| 06/30/2019 | iSHARES TRUST | IJR | 19,285 | -2,942 | 1,510,000 | -205,000 | $78.30 |
| 03/31/2019 | iSHARES TRUST | IJR | 22,227 | 1,735 | 1,715,000 | 294,000 | $77.16 |
| 12/31/2018 | iSHARES TRUST | IJR | 20,492 | -3,675 | 1,421,000 | -694,000 | $69.34 |
| 09/30/2018 | iSHARES TRUST | IJR | 24,167 | 7,760 | 2,115,000 | 742,000 | $87.52 |
| 06/30/2018 | iSHARES TRUST | IJR | 16,407 | 12,397 | 1,373,000 | 1,064,000 | $83.68 |
| 03/31/2018 | iSHARES TRUST | IJR | 4,010 | 4,010 | 309,000 | 309,000 | $77.06 |
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