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

Cypress Wealth Services, LLC

  • $652 Million
  • Q4 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,096 shares of IWD stock, worth $429,239. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,096
Previous 1,626 28.91%
Holding current value
$429,239
Previous $331,000 29.61%
% of portfolio
0.07%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$199.44 - $208.01 $93,736 - $97,764
470 Added 28.91%
2,096 $429,000
Q3 2025

Oct 15, 2025
BUY
$192.76 - $203.86 $313,427 - $331,476
1,626 New
1,626 $331,000
Q2 2021

Jul 14, 2021
SELL
$152.86 - $162.4 $1.07 Million - $1.13 Million
-6,988 Closed
0 $0
Q1 2021

Apr 28, 2021
SELL
$134.89 - $153.0 $12,274 - $13,923
-91 Reduced 1.29%
6,988 $1.06 Million
Q4 2020

Jan 22, 2021
SELL
$115.84 - $136.73 $2,085 - $2,461
-18 Reduced 0.25%
7,079 $968,000
Q2 2020

Jul 15, 2020
SELL
$94.52 - $125.14 $340,933 - $451,379
-3,607 Reduced 33.7%
7,097 $799,000
Q1 2020

Apr 10, 2020
SELL
$85.17 - $138.52 $27,424 - $44,603
-322 Reduced 2.92%
10,704 $1.06 Million
Q4 2019

Jan 14, 2020
BUY
$123.85 - $136.67 $13,747 - $15,170
111 Added 1.02%
11,026 $1.51 Million
Q3 2019

Oct 16, 2019
BUY
$127.92 - $130.25 $6,396 - $6,512
50 Added 0.46%
10,915 $1.4 Million
Q2 2019

Jul 24, 2019
BUY
N/A
970 Added 9.8%
10,865 $1.38 Million
Q1 2019

Apr 19, 2019
SELL
N/A
-299 Reduced 2.93%
9,895 $1.22 Million
Q4 2018

Jan 22, 2019
BUY
N/A
1,583 Added 18.38%
10,194 $1.13 Million
Q2 2018

Aug 06, 2018
BUY
N/A
40 Added 0.47%
8,611 $1.05 Million
Q1 2018

May 01, 2018
BUY
N/A
406 Added 4.97%
8,571 $1.03 Million
Q4 2017

Feb 05, 2018
BUY
N/A
8,165
8,165 $1.02 Million

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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