Cypress Wealth Services, LLC Ishares Russell 2000 ETF Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 1,293 shares of IWM stock, worth $265,155. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,293
Previous 1,296 0.23%
Holding current value
$265,155
Previous $286,000 9.44%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 10, 2025
SELL
$198.1 - $229.79 $594 - $689
-3 Reduced 0.23%
1,293 $259,000
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $19,667 - $22,058
91 Added 7.55%
1,296 $286,000
Q3 2024

Oct 08, 2024
SELL
$200.87 - $224.6 $7,633 - $8,534
-38 Reduced 3.06%
1,205 $266,000
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $235,523 - $261,402
1,243 New
1,243 $261,000
Q2 2022

Jul 27, 2022
SELL
$163.9 - $207.91 $169,964 - $215,602
-1,037 Closed
0 $0
Q1 2022

Apr 22, 2022
SELL
$191.52 - $225.32 $214,119 - $251,907
-1,118 Reduced 51.88%
1,037 $213,000
Q4 2021

Jan 19, 2022
SELL
$212.12 - $242.56 $1,272 - $1,455
-6 Reduced 0.28%
2,155 $479,000
Q3 2021

Oct 13, 2021
BUY
$211.73 - $231.39 $5,293 - $5,784
25 Added 1.17%
2,161 $473,000
Q2 2021

Jul 14, 2021
SELL
$211.85 - $232.89 $1.28 Million - $1.41 Million
-6,040 Reduced 73.87%
2,136 $490,000
Q1 2021

Apr 28, 2021
BUY
$193.5 - $234.42 $84,559 - $102,441
437 Added 5.65%
8,176 $1.81 Million
Q4 2020

Jan 22, 2021
BUY
$152.18 - $199.14 $239,531 - $313,446
1,574 Added 25.53%
7,739 $1.52 Million
Q2 2020

Jul 15, 2020
SELL
$104.62 - $153.09 $266,257 - $389,614
-2,545 Reduced 29.22%
6,165 $883,000
Q1 2020

Apr 10, 2020
SELL
$99.9 - $169.53 $694,804 - $1.18 Million
-6,955 Reduced 44.4%
8,710 $997,000
Q4 2019

Jan 14, 2020
SELL
$146.46 - $166.68 $72,204 - $82,173
-493 Reduced 3.05%
15,665 $2.6 Million
Q3 2019

Oct 16, 2019
SELL
$144.85 - $157.9 $110,230 - $120,161
-761 Reduced 4.5%
16,158 $2.45 Million
Q2 2019

Jul 24, 2019
BUY
$145.86 - $160.71 $284,135 - $313,063
1,948 Added 13.01%
16,919 $2.63 Million
Q1 2019

Apr 19, 2019
BUY
$132.25 - $158.24 $308,010 - $368,540
2,329 Added 18.42%
14,971 $2.29 Million
Q4 2018

Jan 22, 2019
SELL
$125.88 - $166.33 $278,824 - $368,420
-2,215 Reduced 14.91%
12,642 $1.69 Million
Q3 2018

Oct 19, 2018
BUY
$164.2 - $173.02 $120,686 - $127,169
735 Added 5.2%
14,857 $2.5 Million
Q2 2018

Aug 06, 2018
BUY
$148.13 - $169.97 $362,029 - $415,406
2,444 Added 20.93%
14,122 $2.31 Million
Q1 2018

May 01, 2018
BUY
$145.44 - $159.96 $199,980 - $219,945
1,375 Added 13.35%
11,678 $1.77 Million
Q4 2017

Feb 05, 2018
BUY
$145.63 - $154.3 $1.5 Million - $1.59 Million
10,303
10,303 $1.57 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email