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

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

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 4,926 shares of IJS stock, worth $537,525. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,926
Previous 4,922 0.08%
Holding current value
$537,525
Previous $529,000 1.13%
% of portfolio
0.2%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
904
Shares Held
45.2M
Call Options Held
23.2K
Put Options Held
7.5K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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