Cypress Wealth Services, LLC Ishares Tr Transaction History

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 22,247 shares of DVY stock, worth $3.05 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
22,247
Previous 20,758 7.17%
Holding current value
$3.05 Million
Previous $2.8 Million 4.17%
% of portfolio
0.62%
Previous 0.6%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$129.55 - $143.41 $192,899 - $213,537
1,489 Added 7.17%
22,247 $2.92 Million
Q3 2024

Oct 08, 2024
SELL
$119.99 - $135.74 $96,951 - $109,677
-808 Reduced 3.75%
20,758 $2.8 Million
Q2 2024

Jul 12, 2024
SELL
$115.73 - $125.75 $128,460 - $139,582
-1,110 Reduced 4.9%
21,566 $2.61 Million
Q1 2024

Apr 15, 2024
BUY
$113.31 - $123.18 $76,144 - $82,776
672 Added 3.05%
22,676 $2.79 Million
Q4 2023

Jan 10, 2024
BUY
$102.97 - $119.06 $91,849 - $106,201
892 Added 4.23%
22,004 $2.58 Million
Q3 2023

Oct 13, 2023
SELL
$107.44 - $118.16 $221,218 - $243,291
-2,059 Reduced 8.89%
21,112 $2.27 Million
Q2 2023

Jul 21, 2023
SELL
$108.5 - $119.27 $9,765 - $10,734
-90 Reduced 0.39%
23,171 $2.63 Million
Q1 2023

Apr 07, 2023
SELL
$110.68 - $126.38 $142,002 - $162,145
-1,283 Reduced 5.23%
23,261 $2.73 Million
Q4 2022

Jan 18, 2023
BUY
$107.39 - $125.5 $156,359 - $182,728
1,456 Added 6.31%
24,544 $0
Q3 2022

Oct 14, 2022
BUY
$107.22 - $127.71 $19,728 - $23,498
184 Added 0.8%
23,088 $2.5 Million
Q2 2022

Jul 27, 2022
BUY
$113.21 - $132.14 $381,744 - $445,576
3,372 Added 17.26%
22,904 $2.7 Million
Q1 2022

Apr 22, 2022
BUY
$119.99 - $129.75 $60,114 - $65,004
501 Added 2.63%
19,532 $2.5 Million
Q4 2021

Jan 19, 2022
BUY
$114.37 - $122.59 $117,801 - $126,267
1,030 Added 5.72%
19,031 $2.33 Million
Q3 2021

Oct 13, 2021
BUY
$112.53 - $119.9 $103,302 - $110,068
918 Added 5.37%
18,001 $2.07 Million
Q2 2021

Jul 14, 2021
BUY
$114.14 - $123.06 $74,305 - $80,112
651 Added 3.96%
17,083 $1.99 Million
Q1 2021

Apr 28, 2021
SELL
$94.76 - $115.39 $18,762 - $22,847
-198 Reduced 1.19%
16,432 $1.88 Million
Q4 2020

Jan 22, 2021
SELL
$81.33 - $97.54 $90,113 - $108,074
-1,108 Reduced 6.25%
16,630 $1.6 Million
Q2 2020

Jul 15, 2020
SELL
$69.37 - $91.69 $305,921 - $404,352
-4,410 Reduced 19.91%
17,738 $1.43 Million
Q1 2020

Apr 10, 2020
BUY
$62.67 - $107.3 $190,203 - $325,655
3,035 Added 15.88%
22,148 $1.63 Million
Q4 2019

Jan 14, 2020
BUY
$98.25 - $105.76 $27,510 - $29,612
280 Added 1.49%
19,113 $2.02 Million
Q3 2019

Oct 16, 2019
BUY
$100.87 - $103.22 $78,174 - $79,995
775 Added 4.29%
18,833 $1.92 Million
Q2 2019

Jul 24, 2019
BUY
N/A
1,476 Added 8.9%
18,058 $1.8 Million
Q1 2019

Apr 19, 2019
SELL
N/A
-491 Reduced 2.88%
16,582 $1.63 Million
Q4 2018

Jan 22, 2019
BUY
N/A
1,099 Added 6.88%
17,073 $1.53 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-285 Reduced 1.75%
15,974 $1.59 Million
Q2 2018

Aug 06, 2018
BUY
N/A
713 Added 4.59%
16,259 $1.59 Million
Q1 2018

May 01, 2018
SELL
N/A
-743 Reduced 4.56%
15,546 $1.48 Million
Q4 2017

Feb 05, 2018
BUY
N/A
16,289
16,289 $1.61 Million

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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