Cypress Wealth Services, LLC Ishares Trust Ishares 5 10 Yea 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 2021 Jul 14, 2021	SELL	$59.11 - $60.52 $234,193 - $239,780	-3,962 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$58.97 - $61.74 $235 - $246	4 Added 0.1%	3,962 $235,000
Q4 2020 Jan 22, 2021	SELL	$60.52 - $61.79 $18,882 - $19,278	-312 Reduced 7.31%	3,958 $245,000
Q2 2020 Jul 15, 2020	SELL	$54.37 - $60.39 $3.01 Million - $3.34 Million	-55,327 Reduced 92.84%	4,270 $258,000
Q1 2020 Apr 10, 2020	BUY	$50.43 - $60.2 $423,258 - $505,258	8,393 Added 16.39%	59,597 $3.27 Million
Q4 2019 Jan 14, 2020	BUY	$57.47 - $58.27 $527,861 - $535,209	9,185 Added 21.86%	51,204 $2.97 Million
Q3 2019 Oct 16, 2019	BUY	$56.54 - $58.42 $956,713 - $988,524	16,921 Added 67.42%	42,019 $2.43 Million
Q2 2019 Jul 24, 2019	BUY	$54.67 - $56.95 $1.37 Million - $1.43 Million	25,098 New	25,098 $1.43 Million

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.84 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$562 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$441 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$388 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$378 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

More about IGIB

Track This Portfolio

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.