Cypress Point Wealth Management, LLC Ishares Tr Transaction History

Cypress Point Wealth Management, LLC

$439 Million
Q3 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 5,064 shares of IEFA stock, worth $443,657. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,064

Previous 6,225 18.65%

Holding current value

$443,657

Previous $519,000 14.84%

% of portfolio

0.1%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$81.7 - $87.53 $94,853 - $101,622	-1,161 Reduced 18.65%	5,064 $442,000
Q2 2025 Jul 10, 2025	SELL	$67.83 - $84.09 $114,564 - $142,028	-1,689 Reduced 21.34%	6,225 $519,000
Q1 2024 May 07, 2024	SELL	$68.14 - $74.43 $204,760 - $223,662	-3,005 Reduced 27.52%	7,914 $587,000
Q4 2023 Jan 17, 2024	BUY	$61.3 - $70.47 $389,868 - $448,189	6,360 Added 139.5%	10,919 $768,000
Q3 2023 Oct 31, 2023	BUY	$64.04 - $69.58 $291,958 - $317,215	4,559 New	4,559 $293,000
Q4 2021 Jan 27, 2022	SELL	$72.36 - $77.76 $29,161 - $31,337	-403 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$72.98 - $78.2 $8,100 - $8,680	111 Added 38.01%	403 $30,000
Q4 2020 Feb 05, 2021	BUY	$58.13 - $69.71 $16,973 - $20,355	292 New	292 $20,000

Others Institutions Holding IEFA

# of Institutions

2,364

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Cypress Point Wealth Management, LLC Ishares Tr Transaction History