Cypress Financial Planning LLC Ishares S&P Smallcap 600 Value Transaction History

Cypress Financial Planning LLC

$343 Million
Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Cypress Financial Planning LLC holds 4,772 shares of IJS stock, worth $525,778. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,772

Previous 4,771 0.02%

Holding current value

$525,778

Previous $527,000 0.38%

% of portfolio

0.15%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$105.91 - $113.18 $105 - $113	1 Added 0.02%	4,772 $525,000
Q3 2025 Oct 09, 2025	SELL	$98.99 - $112.2 $9,008 - $10,210	-91 Reduced 1.87%	4,771 $527,000
Q2 2025 Jul 10, 2025	BUY	$83.54 - $100.04 $83 - $100	1 Added 0.02%	4,862 $483,000
Q1 2025 Apr 09, 2025	SELL	$96.3 - $112.23 $6,259 - $7,294	-65 Reduced 1.32%	4,861 $472,000
Q4 2024 Jan 13, 2025	BUY	$104.59 - $118.05 $418 - $472	4 Added 0.08%	4,926 $535,000

Q3 2024 Oct 07, 2024	SELL	$95.81 - $109.03 $40,144 - $45,683	-419 Reduced 7.84%	4,922 $529,000
Q2 2024 Jul 16, 2024	BUY	$94.12 - $102.13 $138,732 - $150,539	1,474 Added 38.12%	5,341 $519,000
Q1 2024 Apr 12, 2024	BUY	$95.88 - $102.78 $32,790 - $35,150	342 Added 9.7%	3,867 $397,000
Q4 2023 Jan 09, 2024	SELL	$82.1 - $104.53 $86,861 - $110,592	-1,058 Reduced 23.09%	3,525 $363,000
Q3 2023 Oct 10, 2023	SELL	$87.64 - $100.82 $86,237 - $99,206	-984 Reduced 17.68%	4,583 $408,000
Q2 2023 Jul 11, 2023	BUY	$87.59 - $95.56 $29,780 - $32,490	340 Added 6.5%	5,567 $529,000
Q1 2023 Apr 07, 2023	BUY	$88.82 - $106.56 $8,082 - $9,696	91 Added 1.77%	5,227 $489,000
Q4 2022 Jan 30, 2023	BUY	$84.57 - $97.98 $3,636 - $4,213	43 Added 0.84%	5,136 $468,000
Q3 2022 Oct 13, 2022	BUY	$82.45 - $101.32 $8,080 - $9,929	98 Added 1.96%	5,093 $420,000
Q2 2022 Jul 20, 2022	BUY	$86.2 - $103.37 $430,569 - $516,333	4,995 New	4,995 $445,000

Others Institutions Holding IJS

# of Institutions

913

Shares Held

39.1M

Call Options Held

27.8K

Put Options Held

14.9K

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About ISHARES S&P SMALLCAP 600 VALUE

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Cypress Financial Planning LLC Ishares S&P Smallcap 600 Value Transaction History