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 3,756 shares of GBF stock, worth $385,966. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,756
Previous 4,001 6.12%
Holding current value
$385,966
Previous $427,000 10.3%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jan 14, 2025
SELL
$101.93 - $106.84 $24,972 - $26,175
-245 Reduced 6.12%
3,756 $383,000
Q2 2024

Jul 12, 2024
SELL
$100.7 - $103.5 $1,510 - $1,552
-15 Reduced 0.37%
4,001 $410,000
Q1 2024

Apr 15, 2024
SELL
$102.6 - $105.21 $13,953 - $14,308
-136 Reduced 3.28%
4,016 $415,000
Q4 2023

Jan 10, 2024
SELL
$97.69 - $105.72 $67,015 - $72,523
-686 Reduced 14.18%
4,152 $436,000
Q3 2023

Oct 13, 2023
BUY
$99.86 - $104.45 $483,122 - $505,329
4,838 New
4,838 $484,000

Others Institutions Holding GBF

# of Institutions
81
Shares Held
1.82M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

GBF Quotes by TradingView
  • Ticker GBF
  • Sector ETFs
  • Industry ETFs
More about GBF
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, 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 Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email