Cypress Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 6,478 shares of IWB stock, worth $2.1 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,478
Previous 4,960 30.6%
Holding current value
$2.1 Million
Previous $1.6 Million 23.67%
% of portfolio
0.42%
Previous 0.34%

Shares

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

Apr 10, 2025
BUY
$302.31 - $337.54 $458,906 - $512,385
1,518 Added 30.6%
6,478 $1.98 Million
Q3 2024

Oct 08, 2024
BUY
$283.28 - $314.39 $9,348 - $10,374
33 Added 0.67%
4,960 $1.56 Million
Q2 2024

Jul 12, 2024
BUY
$272.21 - $298.72 $4,627 - $5,078
17 Added 0.35%
4,927 $1.47 Million
Q1 2024

Apr 15, 2024
SELL
$257.46 - $288.1 $250,508 - $280,321
-973 Reduced 16.54%
4,910 $1.41 Million
Q4 2023

Jan 10, 2024
BUY
$225.16 - $263.17 $145,228 - $169,744
645 Added 12.31%
5,883 $1.54 Million
Q3 2023

Oct 13, 2023
BUY
$234.05 - $252.17 $178,580 - $192,405
763 Added 17.05%
5,238 $1.23 Million
Q2 2023

Jul 21, 2023
SELL
$221.85 - $243.74 $36,161 - $39,729
-163 Reduced 3.51%
4,475 $1.09 Million
Q1 2023

Apr 07, 2023
BUY
$208.78 - $230.55 $208,153 - $229,858
997 Added 27.38%
4,638 $1.04 Million
Q4 2022

Jan 18, 2023
SELL
$196.94 - $224.49 $154,400 - $176,000
-784 Reduced 17.72%
3,641 $0
Q3 2022

Oct 14, 2022
BUY
$197.33 - $237.63 $442,611 - $533,004
2,243 Added 102.8%
4,425 $887,000
Q2 2022

Jul 27, 2022
SELL
$201.03 - $253.2 $33,974 - $42,790
-169 Reduced 7.19%
2,182 $453,000
Q1 2022

Apr 22, 2022
BUY
$230.48 - $266.11 $100,258 - $115,757
435 Added 22.7%
2,351 $588,000
Q3 2021

Oct 13, 2021
SELL
$239.32 - $255.42 $50,017 - $53,382
-209 Reduced 9.84%
1,916 $463,000
Q2 2021

Jul 14, 2021
BUY
$226.48 - $242.11 $197,943 - $211,604
874 Added 69.86%
2,125 $514,000
Q1 2021

Apr 28, 2021
SELL
$208.89 - $225.24 $10,444 - $11,262
-50 Reduced 3.84%
1,251 $280,000
Q4 2020

Jan 22, 2021
BUY
$182.85 - $211.84 $365 - $423
2 Added 0.15%
1,301 $276,000
Q2 2020

Jul 15, 2020
BUY
$135.3 - $179.75 $175,754 - $233,495
1,299 New
1,299 $223,000
Q1 2020

Apr 10, 2020
SELL
$122.99 - $188.06 $159,641 - $244,101
-1,298 Closed
0 $0
Q4 2019

Jan 14, 2020
SELL
$159.7 - $178.97 $4,791 - $5,369
-30 Reduced 2.26%
1,298 $232,000
Q3 2019

Oct 16, 2019
BUY
$163.68 - $167.08 $217,367 - $221,882
1,328 New
1,328 $218,000

Others Institutions Holding IWB

# of Institutions
1,498
Shares Held
96.1M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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