Cypress Financial Planning LLC Ishares Barclays Transaction History
Cypress Financial Planning LLC
- $302 Million
- Q2 2025
A detailed history of Cypress Financial Planning LLC transactions in Ishares Barclays stock. As of the latest transaction made, Cypress Financial Planning LLC holds 15,727 shares of IEF stock, worth $1.5 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
15,727
Previous 16,518
4.79%
Holding current value
$1.5 Million
Previous $1.57 Million
4.08%
% of portfolio
0.5%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio