Cypress Wealth Services, LLC Ishares Tr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,403 shares of IFRA stock, worth $515,643. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,403

Previous 48,034 76.26%

Holding current value

$515,643

Previous $2.22 Million 76.92%

% of portfolio

0.11%

Previous 0.47%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$44.8 - $49.25 $1.64 Million - $1.8 Million	-36,631 Reduced 76.26%	11,403 $513,000
Q4 2024 Jan 14, 2025	BUY	$45.94 - $51.71 $29,034 - $32,680	632 Added 1.33%	48,034 $2.22 Million
Q3 2024 Oct 08, 2024	BUY	$41.55 - $46.97 $30,123 - $34,053	725 Added 1.55%	47,402 $2.23 Million
Q2 2024 Jul 12, 2024	BUY	$41.22 - $44.87 $103,709 - $112,892	2,516 Added 5.7%	46,677 $1.97 Million
Q1 2024 Apr 15, 2024	BUY	$38.14 - $43.36 $48,399 - $55,023	1,269 Added 2.96%	44,161 $1.91 Million
Q4 2023 Jan 10, 2024	BUY	$34.58 - $40.63 $282,172 - $331,540	8,160 Added 23.49%	42,892 $1.73 Million
Q3 2023 Oct 13, 2023	BUY	$36.59 - $40.45 $128,833 - $142,424	3,521 Added 11.28%	34,732 $1.27 Million
Q2 2023 Jul 21, 2023	BUY	$35.99 - $39.08 $187,327 - $203,411	5,205 Added 20.01%	31,211 $1.22 Million
Q1 2023 Apr 07, 2023	BUY	$35.21 - $39.8 $80,173 - $90,624	2,277 Added 9.6%	26,006 $970,000
Q4 2022 Jan 18, 2023	BUY	$32.43 - $38.16 $28,765 - $33,847	887 Added 3.88%	23,729 $0
Q3 2022 Oct 14, 2022	SELL	$32.24 - $39.24 $135,182 - $164,533	-4,193 Reduced 15.51%	22,842 $748,000
Q2 2022 Jul 27, 2022	BUY	$32.87 - $39.92 $888,640 - $1.08 Million	27,035 New	27,035 $920,000

Others Institutions Holding IFRA

# of Institutions

451

Shares Held

41.2M

Call Options Held

Put Options Held

100

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

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Cypress Wealth Services, LLC Ishares Tr Transaction History