Cypress Wealth Services, LLC Ishares 0 5 Year Investment Gr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$51.65 - $51.91 $273,641 - $275,019	-5,298 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$51.69 - $51.96 $273,853 - $275,284	5,298 New	5,298 $275,000

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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