Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 117,231 shares of IBMQ stock, worth $2.95 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
117,231
Previous 117,000 0.2%
Holding current value
$2.95 Million
Previous $2.99 Million 1.07%
% of portfolio
1.67%
Previous 2.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$25.27 - $25.61 $5,837 - $5,915
231 Added 0.2%
117,231 $2.96 Million
Q4 2023

Jan 17, 2024
BUY
$24.26 - $25.61 $2.84 Million - $3 Million
117,000 New
117,000 $2.99 Million

Others Institutions Holding IBMQ

# of Institutions
118
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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