Cypress Financial Planning LLC Ishares Tr Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 104,594 shares of IEFA stock, worth $7.56 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

104,594

Previous 87,171 19.99%

Holding current value

$7.56 Million

Previous $6.33 Million 28.92%

% of portfolio

3.03%

Previous 2.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$70.09 - $78.74 $1.22 Million - $1.37 Million	17,423 Added 19.99%	104,594 $8.16 Million
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $1.4 Million - $1.51 Million	19,760 Added 29.31%	87,171 $6.33 Million
Q1 2024 Apr 12, 2024	BUY	$68.14 - $74.43 $4.34 Million - $4.74 Million	63,721 Added 1726.86%	67,411 $5 Million
Q4 2023 Jan 09, 2024	SELL	$61.3 - $70.47 $2.74 Million - $3.16 Million	-44,774 Reduced 92.39%	3,690 $259,000
Q3 2023 Oct 10, 2023	SELL	$64.04 - $69.58 $58,020 - $63,039	-906 Reduced 1.84%	48,464 $3.12 Million
Q2 2023 Jul 11, 2023	BUY	$66.03 - $69.1 $476,010 - $498,141	7,209 Added 17.1%	49,370 $3.33 Million
Q1 2023 Apr 07, 2023	BUY	$62.17 - $67.7 $188,188 - $204,927	3,027 Added 7.73%	42,161 $2.82 Million
Q4 2022 Jan 30, 2023	BUY	$52.35 - $63.65 $151,762 - $184,521	2,899 Added 8.0%	39,134 $2.41 Million
Q3 2022 Oct 13, 2022	BUY	$52.32 - $63.1 $394,440 - $475,710	7,539 Added 26.27%	36,235 $1.91 Million
Q2 2022 Jul 20, 2022	BUY	$57.91 - $70.46 $1.66 Million - $2.02 Million	28,696 New	28,696 $1.69 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Account

Cypress Financial Planning LLC Ishares Tr Transaction History