Cypress Financial Planning LLC Ishares Tr Transaction History

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 3,896 shares of IYR stock, worth $369,107. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,896
Previous 3,874 0.57%
Holding current value
$369,107
Previous $360,000 2.5%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$89.49 - $98.98 $1,968 - $2,177
22 Added 0.57%
3,896 $369,000
Q4 2024

Jan 13, 2025
BUY
$90.74 - $102.87 $351,526 - $398,518
3,874 New
3,874 $360,000

Others Institutions Holding IYR

# of Institutions
615
Shares Held
57.5M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email