Cypress Wealth Services, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Cypress Wealth Services, LLC

$440 Million
Q2 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

610

Shares Held

215M

Call Options Held

41.7K

Put Options Held

200

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

52.5M
Shares

$2.83 Billion
6.0% of portfolio
Prudential PLC London, England, X0

13.7M
Shares

$737 Million
4.92% of portfolio
Us Bancorp \De\

8.03M
Shares

$432 Million
0.56% of portfolio
Northern Trust Corp Chicago, IL

7.6M
Shares

$409 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.28M
Shares

$392 Million
0.07% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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