Cypress Wealth Services, LLC Ishares Tr Transaction History

Cypress Wealth Services, LLC

$420 Million
Q1 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,219 shares of IYE stock, worth $540,643. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,219

Previous 17,002 34.01%

Holding current value

$540,643

Previous $750,000 26.13%

% of portfolio

0.13%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$41.9 - $49.4 $242,307 - $285,680	-5,783 Reduced 34.01%	11,219 $554,000
Q4 2023 Jan 10, 2024	BUY	$42.54 - $48.28 $324,410 - $368,183	7,626 Added 81.34%	17,002 $750,000
Q3 2023 Oct 13, 2023	SELL	$41.76 - $48.97 $32,823 - $38,490	-786 Reduced 7.73%	9,376 $444,000
Q2 2023 Jul 21, 2023	SELL	$40.39 - $45.87 $138,780 - $157,609	-3,436 Reduced 25.27%	10,162 $435,000
Q1 2023 Apr 07, 2023	SELL	$40.63 - $49.07 $468,707 - $566,071	-11,536 Reduced 45.9%	13,598 $594,000

Q4 2022 Jan 18, 2023	SELL	$44.46 - $50.5 $31,210 - $35,451	-702 Reduced 2.72%	25,134 $0
Q3 2022 Oct 14, 2022	SELL	$36.07 - $45.64 $978,506 - $1.24 Million	-27,128 Reduced 51.22%	25,836 $1.14 Million
Q2 2022 Jul 27, 2022	SELL	$37.64 - $48.83 $615,564 - $798,565	-16,354 Reduced 23.59%	52,964 $2.02 Million
Q1 2022 Apr 22, 2022	BUY	$31.0 - $42.12 $661,075 - $898,209	21,325 Added 44.43%	69,318 $2.84 Million
Q4 2021 Jan 19, 2022	BUY	$28.79 - $32.36 $289,886 - $325,832	10,069 Added 26.55%	47,993 $1.45 Million
Q3 2021 Oct 13, 2021	BUY	$24.81 - $29.6 $113,778 - $135,745	4,586 Added 13.76%	37,924 $1.07 Million
Q2 2021 Jul 14, 2021	BUY	$25.2 - $30.0 $840,117 - $1 Million	33,338 New	33,338 $970,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

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.

Account

Cypress Wealth Services, LLC Ishares Tr Transaction History