News + Filings Holdings
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LYELL WEALTH MANAGEMENT, LP
> IBDR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IBDR | 195,772 | 32,830 | 4,594,769,000 | 728,155,000 | $23,470.00 |
| 03/31/2023 | iSHARES TRUST | IBDR | 162,942 | 17,585 | 3,866,614,000 | 472,528,000 | $23,730.00 |
| 12/31/2022 | iSHARES TRUST | IBDR | 145,357 | 51,458 | 3,394,086,000 | 3,391,852,000 | $23,350.00 |
| 06/30/2022 | iSHARES TRUST | IBDR | 93,899 | 51,775 | 2,234,000 | 1,196,000 | $23.79 |
| 03/31/2022 | iSHARES TRUST | IBDR | 42,124 | -195 | 1,038,000 | -65,000 | $24.64 |
| 12/31/2021 | iSHARES TRUST | IBDR | 42,319 | 17,514 | 1,103,000 | 449,000 | $26.06 |
| 03/31/2021 | iSHARES TRUST | IBDR | 24,805 | 6,616 | 654,000 | 161,000 | $26.37 |
| 12/31/2020 | iSHARES TRUST | IBDR | 18,189 | 18,189 | 493,000 | 493,000 | $27.10 |
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