A detailed history of Cypress Wealth Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 53,215 shares of IYW stock, worth $8.79 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
53,215
Previous 54,068 1.58%
Holding current value
$8.79 Million
Previous $8.14 Million 0.85%
% of portfolio
1.72%
Previous 1.85%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$133.16 - $158.73 $113,585 - $135,396
-853 Reduced 1.58%
53,215 $8.07 Million
Q2 2024

Jul 12, 2024

BUY
$124.75 - $153.46 $196,606 - $241,852
1,576 Added 3.0%
54,068 $8.14 Million
Q1 2024

Apr 15, 2024

BUY
$117.5 - $136.59 $616,522 - $716,687
5,247 Added 11.11%
52,492 $7.09 Million
Q4 2023

Jan 10, 2024

BUY
$101.31 - $123.31 $1.41 Million - $1.72 Million
13,912 Added 41.74%
47,245 $5.8 Million
Q3 2023

Oct 13, 2023

SELL
$103.39 - $113.67 $2.6 Million - $2.86 Million
-25,145 Reduced 43.0%
33,333 $3.5 Million
Q2 2023

Jul 21, 2023

BUY
$88.68 - $109.37 $896,111 - $1.11 Million
10,105 Added 20.89%
58,478 $6.37 Million
Q1 2023

Apr 07, 2023

BUY
$72.54 - $92.81 $1.94 Million - $2.48 Million
26,735 Added 123.56%
48,373 $4.49 Million
Q4 2022

Jan 18, 2023

BUY
$71.52 - $81.72 $1.35 Million - $1.54 Million
18,812 Added 665.68%
21,638 $0
Q3 2022

Oct 14, 2022

BUY
$73.37 - $94.5 $207,343 - $267,057
2,826 New
2,826 $211,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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.