Cypress Wealth Services, LLC Ishares Tr Dow Jones Us Medica Transaction History

Cypress Wealth Services, LLC

$420 Million
Q1 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,417 shares of IHI stock, worth $188,550. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,417

Previous 5,481 37.66%

Holding current value

$188,550

Previous $295,000 32.2%

% of portfolio

0.05%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$52.72 - $58.68 $108,814 - $121,115	-2,064 Reduced 37.66%	3,417 $200,000
Q4 2023 Jan 10, 2024	SELL	$44.46 - $54.12 $9,069 - $11,040	-204 Reduced 3.59%	5,481 $295,000
Q3 2023 Oct 13, 2023	SELL	$48.19 - $57.76 $10,746 - $12,880	-223 Reduced 3.77%	5,685 $275,000
Q2 2023 Jul 21, 2023	SELL	$52.68 - $57.17 $65,375 - $70,947	-1,241 Reduced 17.36%	5,908 $333,000
Q1 2023 Apr 07, 2023	SELL	$50.46 - $56.06 $69,685 - $77,418	-1,381 Reduced 16.19%	7,149 $385,000

Q4 2022 Jan 18, 2023	BUY	$48.41 - $54.28 $3,098 - $3,473	64 Added 0.76%	8,530 $0
Q3 2022 Oct 14, 2022	SELL	$48.07 - $55.56 $215,065 - $248,575	-4,474 Reduced 34.57%	8,466 $411,000
Q2 2022 Jul 27, 2022	SELL	$47.65 - $62.2 $111,596 - $145,672	-2,342 Reduced 15.33%	12,940 $653,000
Q1 2022 Apr 22, 2022	SELL	$55.84 - $65.41 $800,801 - $938,044	-14,341 Reduced 48.41%	15,282 $932,000
Q4 2021 Jan 19, 2022	SELL	$61.58 - $66.32 $418,066 - $450,246	-6,789 Reduced 18.64%	29,623 $1.95 Million
Q3 2021 Oct 13, 2021	BUY	$60.41 - $67.15 $1.76 Million - $1.95 Million	29,064 Added 395.54%	36,412 $2.29 Million
Q2 2021 Jul 14, 2021	SELL	$55.06 - $60.62 $245,842 - $270,668	-4,465 Reduced 37.8%	7,348 $2.65 Million
Q1 2021 Apr 28, 2021	SELL	$52.97 - $58.45 $82,315 - $90,831	-1,554 Reduced 11.63%	11,813 $3.9 Million
Q4 2020 Jan 22, 2021	BUY	$49.24 - $54.55 $61,106 - $67,696	1,241 Added 10.23%	13,367 $4.38 Million
Q2 2020 Jul 15, 2020	BUY	$35.5 - $45.33 $430,473 - $549,671	12,126 New	12,126 $3.21 Million

Others Institutions Holding IHI

# of Institutions

632

Shares Held

41.2M

Call Options Held

795K

Put Options Held

375K

View Full List

About ISHARES TR DOW JONES US MEDICA

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Cypress Wealth Services, LLC Ishares Tr Dow Jones Us Medica Transaction History