Cypress Wealth Services, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Cypress Wealth Services, LLC

$517 Million
Q2 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 103,317 shares of IVLU stock, worth $3.55 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

103,317

Previous 98,076 5.34%

Holding current value

$3.55 Million

Previous $3 Million 13.38%

% of portfolio

0.66%

Previous 0.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$26.69 - $33.44 $139,882 - $175,259	5,241 Added 5.34%	103,317 $3.4 Million
Q1 2025 Apr 10, 2025	SELL	$26.71 - $31.58 $376,397 - $445,025	-14,092 Reduced 12.56%	98,076 $3 Million
Q4 2024 Jan 14, 2025	BUY	$26.65 - $29.34 $561,488 - $618,164	21,069 Added 23.13%	112,168 $3.04 Million
Q3 2024 Oct 08, 2024	SELL	$26.43 - $29.86 $131,832 - $148,941	-4,988 Reduced 5.19%	91,099 $2.69 Million
Q2 2024 Jul 12, 2024	SELL	$27.14 - $29.24 $155,647 - $167,691	-5,735 Reduced 5.63%	96,087 $2.64 Million
Q1 2024 Apr 15, 2024	SELL	$25.93 - $28.27 $17,191 - $18,743	-663 Reduced 0.65%	101,822 $2.87 Million
Q4 2023 Jan 10, 2024	SELL	$23.94 - $26.72 $580,712 - $648,147	-24,257 Reduced 19.14%	102,485 $2.72 Million
Q3 2023 Oct 13, 2023	BUY	$24.89 - $26.5 $431,592 - $459,510	17,340 Added 15.85%	126,742 $3.21 Million
Q2 2023 Jul 21, 2023	BUY	$24.42 - $25.75 $78,510 - $82,786	3,215 Added 3.03%	109,402 $2.78 Million
Q1 2023 Apr 07, 2023	SELL	$23.32 - $25.31 $44,121 - $47,886	-1,892 Reduced 1.75%	106,187 $2.63 Million
Q4 2022 Jan 18, 2023	BUY	$19.77 - $23.67 $240,778 - $288,276	12,179 Added 12.7%	108,079 $0
Q3 2022 Oct 14, 2022	BUY	$19.73 - $23.14 $798,492 - $936,498	40,471 Added 73.01%	95,900 $1.94 Million
Q2 2022 Jul 27, 2022	BUY	$22.18 - $25.72 $146,875 - $170,317	6,622 Added 13.57%	55,429 $1.23 Million
Q1 2022 Apr 22, 2022	BUY	$23.38 - $27.26 $333,094 - $388,373	14,247 Added 41.22%	48,807 $1.24 Million
Q4 2021 Jan 19, 2022	BUY	$24.53 - $26.4 $847,756 - $912,384	34,560 New	34,560 $879,000

Others Institutions Holding IVLU

# of Institutions

313

Shares Held

58.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

More about IVLU

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 Edge Msci Intl Valu Transaction History