Cypress Wealth Services, LLC Ishares Expanded Tech Sector E Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,759 shares of IGM stock, worth $820,669. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,759

Previous 7,543 2.86%

Holding current value

$820,669

Previous $711,000 4.64%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$84.03 - $98.62 $18,150 - $21,301	216 Added 2.86%	7,759 $744,000
Q2 2024 Jul 12, 2024	BUY	$80.02 - $95.38 $720 - $858	9 Added 0.12%	7,543 $711,000
Q1 2024 Apr 15, 2024	BUY	$84.27 - $516.87 $529,047 - $3.24 Million	6,278 Added 499.84%	7,534 $649,000
Q4 2023 Jan 10, 2024	BUY	$365.86 - $450.72 $8,780 - $10,817	24 Added 1.95%	1,256 $562,000
Q3 2023 Oct 13, 2023	SELL	$376.08 - $412.97 $46,257 - $50,795	-123 Reduced 9.08%	1,232 $470,000
Q2 2023 Jul 21, 2023	SELL	$325.63 - $395.58 $3,907 - $4,746	-12 Reduced 0.88%	1,355 $532,000
Q1 2023 Apr 07, 2023	BUY	$275.98 - $339.32 $19,870 - $24,431	72 Added 5.56%	1,367 $463,000
Q4 2022 Jan 18, 2023	BUY	$44.41 - $306.86 $57,510 - $397,383	1,295 New	1,295 $0

Others Institutions Holding IGM

# of Institutions

420

Shares Held

25.7M

Call Options Held

51.1K

Put Options Held

36K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Cypress Wealth Services, LLC Ishares Expanded Tech Sector E Transaction History