Cypress Point Wealth Management, LLC Ishares Tr Transaction History

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 2024

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 7,914 shares of IEFA stock, worth $584,844. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,914
Previous 10,919 27.52%
Holding current value
$584,844
Previous $768,000 23.57%
% of portfolio
0.33%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,892
Shares Held
1.47B
Call Options Held
198K
Put Options Held
49.7K
View Full List

About ISHARES TR

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