Cypress Financial Planning LLC Ishares Tr Msci Eafe ETF Transaction History

Cypress Financial Planning LLC

$276 Million
Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 9,693 shares of EFA stock, worth $860,835. This represents 0.29% of its overall portfolio holdings.

Number of Shares

9,693

Previous 9,527 1.74%

Holding current value

$860,835

Previous $720,000 10.97%

% of portfolio

0.29%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$74.85 - $84.89 $12,425 - $14,091	166 Added 1.74%	9,693 $799,000
Q4 2024 Jan 13, 2025	BUY	$75.1 - $82.99 $29,664 - $32,781	395 Added 4.33%	9,527 $720,000
Q3 2024 Oct 07, 2024	BUY	$75.32 - $84.37 $5,046 - $5,652	67 Added 0.74%	9,132 $763,000
Q2 2024 Jul 16, 2024	BUY	$76.09 - $82.16 $55,165 - $59,566	725 Added 8.69%	9,065 $710,000
Q1 2024 Apr 12, 2024	BUY	$73.11 - $80.04 $21,421 - $23,451	293 Added 3.64%	8,340 $666,000
Q4 2023 Jan 09, 2024	BUY	$65.84 - $75.47 $5,530 - $6,339	84 Added 1.05%	8,047 $606,000
Q3 2023 Oct 10, 2023	BUY	$68.56 - $74.46 $4,182 - $4,542	61 Added 0.77%	7,963 $548,000
Q2 2023 Jul 11, 2023	SELL	$70.67 - $73.9 $19,575 - $20,470	-277 Reduced 3.39%	7,902 $572,000
Q1 2023 Apr 07, 2023	SELL	$66.22 - $72.19 $14,502 - $15,809	-219 Reduced 2.61%	8,179 $584,000
Q4 2022 Jan 30, 2023	BUY	$55.71 - $67.79 $23,565 - $28,675	423 Added 5.3%	8,398 $551,000
Q3 2022 Oct 13, 2022	SELL	$55.54 - $66.76 $1,388 - $1,669	-25 Reduced 0.31%	7,975 $447,000
Q2 2022 Jul 20, 2022	BUY	$61.48 - $74.59 $491,840 - $596,720	8,000 New	8,000 $500,000

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

576M

Call Options Held

57.9M

Put Options Held

76.2M

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About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
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Cypress Financial Planning LLC Ishares Tr Msci Eafe ETF Transaction History