News + Filings Holdings
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LYELL WEALTH MANAGEMENT, LP
> IBDO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IBDO | 144,030 | -77,517 | 3,642,519,000 | -1,938,250,000 | $25,290.00 |
| 03/31/2023 | iSHARES TRUST | IBDO | 221,547 | -25,155 | 5,580,769,000 | -594,182,000 | $25,190.00 |
| 12/31/2022 | iSHARES TRUST | IBDO | 246,702 | 24,082 | 6,174,951,000 | 6,169,365,000 | $25,030.00 |
| 06/30/2022 | iSHARES TRUST | IBDO | 222,620 | 20,816 | 5,586,000 | 484,000 | $25.09 |
| 03/31/2022 | iSHARES TRUST | IBDO | 201,804 | 4,850 | 5,102,000 | 46,000 | $25.28 |
| 12/31/2021 | iSHARES TRUST | IBDO | 196,954 | 9,350 | 5,056,000 | 152,000 | $25.67 |
| 03/31/2021 | iSHARES TRUST | IBDO | 187,604 | 19,505 | 4,904,000 | 488,000 | $26.14 |
| 12/31/2020 | iSHARES TRUST | IBDO | 168,099 | 11,975 | 4,416,000 | 321,000 | $26.27 |
| 09/30/2020 | iSHARES TRUST | IBDO | 156,124 | 15,463 | 4,095,000 | 405,000 | $26.23 |
| 06/30/2020 | iSHARES TRUST | IBDO | 140,661 | 26,555 | 3,690,000 | 837,000 | $26.23 |
| 03/31/2020 | iSHARES TRUST | IBDO | 114,106 | -35 | 2,853,000 | -64,000 | $25.00 |
| 12/31/2019 | iSHARES TRUST | IBDO | 114,141 | 24,138 | 2,917,000 | 613,000 | $25.56 |
| 09/30/2019 | iSHARES TRUST | IBDO | 90,003 | 18,450 | 2,304,000 | 486,000 | $25.60 |
| 06/30/2019 | iSHARES TRUST | IBDO | 71,553 | -8,000 | 1,818,000 | -172,000 | $25.41 |
| 03/31/2019 | iSHARES TRUST | IBDO | 79,553 | 3,000 | 1,990,000 | 138,000 | $25.01 |
| 12/31/2018 | iSHARES TRUST | IBDO | 76,553 | 1,340 | 1,852,000 | 24,000 | $24.19 |
| 09/30/2018 | iSHARES TRUST | IBDO | 75,213 | 1,775 | 1,828,000 | 45,000 | $24.30 |
| 06/30/2018 | iSHARES TRUST | IBDO | 73,438 | 745 | 1,783,000 | 3,000 | $24.28 |
| 03/31/2018 | iSHARES TRUST | IBDO | 72,693 | 6,200 | 1,780,000 | 113,000 | $24.49 |
| 12/31/2017 | iSHARES TRUST | IBDO | 66,493 | 9,150 | 1,667,000 | 212,000 | $25.07 |
| 09/30/2017 | iSHARES TRUST | IBDO | 57,343 | 57,343 | 1,455,000 | 1,455,000 | $25.37 |
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