Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.