Cypress Wealth Services, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 22, 2019	SELL	N/A	-8,891 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	1 Added 0.01%	8,891 $214,000
Q2 2018 Aug 06, 2018	BUY	N/A	8,890 New	8,890 $214,000

Others Institutions Holding IBDP

# of Institutions

39

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.53M
Shares

$38.4 Million
0.05% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

922K
Shares

$23.2 Million
0.57% of portfolio
Raymond James & Associates St Petersburg, FL

503K
Shares

$12.7 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

370K
Shares

$9.3 Million
0.02% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

365K
Shares

$9.18 Million
0.16% of portfolio

About ISHARES IBONDS DEC 2024 TERM C

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