Cypress Wealth Services, LLC Ishares Barclays Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$96.39 - $100.48 $526,385 - $548,721	5,461 Added 111.18%	10,373 $1 Million
Q1 2023 Apr 07, 2023	SELL	$94.41 - $100.02 $296,352 - $313,962	-3,139 Reduced 38.99%	4,912 $486,000
Q4 2022 Jan 18, 2023	SELL	$92.93 - $99.14 $281,763 - $300,592	-3,032 Reduced 27.36%	8,051 $0
Q3 2022 Oct 14, 2022	BUY	$94.56 - $105.6 $470,625 - $525,571	4,977 Added 81.51%	11,083 $1.06 Million
Q2 2022 Jul 27, 2022	BUY	$98.15 - $106.65 $6,281 - $6,825	64 Added 1.06%	6,106 $625,000
Q1 2022 Apr 22, 2022	BUY	$106.08 - $113.93 $219,479 - $235,721	2,069 Added 52.08%	6,042 $649,000
Q4 2021 Jan 19, 2022	BUY	$113.55 - $116.36 $199,848 - $204,793	1,760 Added 79.53%	3,973 $457,000
Q3 2021 Oct 13, 2021	BUY	$114.96 - $118.18 $254,406 - $261,532	2,213 New	2,213 $255,000

Others Institutions Holding IEF

# of Institutions

1,056

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.83 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.55 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.3 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.21 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.17 Billion
0.41% of portfolio

About ISHARES BARCLAYS

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