Cypress Wealth Services, LLC Ishares Morningstar Value ETF Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 6,018 shares of ILCV stock, worth $460,677. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,018
Holding current value
$460,677
% of portfolio
0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$79.37 - $85.24 $477,648 - $512,974
6,018 New
6,018 $484,000
Q1 2022

Apr 22, 2022
SELL
$64.84 - $70.54 $211,119 - $229,678
-3,256 Closed
0 $0
Q2 2021

Jul 14, 2021
BUY
$61.94 - $65.62 $20,440 - $21,654
330 Added 11.28%
3,256 $210,000
Q4 2020

Jan 22, 2021
SELL
$47.6 - $56.67 $62,356 - $74,237
-1,310 Reduced 30.93%
2,926 $328,000
Q2 2020

Jul 15, 2020
SELL
$41.61 - $53.69 $142,805 - $184,264
-3,432 Reduced 44.76%
4,236 $410,000
Q1 2020

Apr 10, 2020
BUY
$37.99 - $58.92 $22,794 - $35,352
600 Added 8.49%
7,668 $664,000
Q4 2019

Jan 14, 2020
SELL
$53.35 - $58.77 $11,790 - $12,988
-221 Reduced 3.03%
7,068 $828,000
Q3 2019

Oct 16, 2019
SELL
$54.83 - $55.77 $74,623 - $75,902
-1,361 Reduced 15.73%
7,289 $805,000
Q2 2019

Jul 24, 2019
BUY
N/A
1,315 Added 17.93%
8,650 $934,000
Q1 2019

Apr 19, 2019
BUY
N/A
292 Added 4.15%
7,335 $773,000
Q4 2018

Jan 22, 2019
SELL
N/A
-5,302 Reduced 42.95%
7,043 $678,000
Q3 2018

Oct 19, 2018
BUY
N/A
804 Added 6.97%
12,345 $1.33 Million
Q2 2018

Aug 06, 2018
BUY
N/A
1,773 Added 18.15%
11,541 $1.17 Million
Q1 2018

May 01, 2018
BUY
N/A
1,919 Added 24.45%
9,768 $992,000
Q4 2017

Feb 05, 2018
BUY
N/A
7,849
7,849 $829,000

Others Institutions Holding ILCV

# of Institutions
167
Shares Held
9.02M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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