Cypress Wealth Services, LLC Ishares Tr Transaction History

Cypress Wealth Services, LLC

$517 Million
Q2 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$45.23 - $49.95 $164,908 - $182,117	-3,646 Reduced 38.65%	5,787 $281,000
Q4 2024 Jan 14, 2025	SELL	$43.93 - $51.37 $658 - $770	-15 Reduced 0.16%	9,433 $429,000
Q3 2024 Oct 08, 2024	SELL	$44.44 - $49.18 $16,842 - $18,639	-379 Reduced 3.86%	9,448 $437,000
Q2 2024 Jul 12, 2024	SELL	$46.21 - $51.17 $64,324 - $71,228	-1,392 Reduced 12.41%	9,827 $471,000
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	$41.43 - $50.5 $29,083 - $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

320

Shares Held

14.8M

Call Options Held

8.6K

Put Options Held

0

Morgan Stanley New York, NY

2M
Shares

$90.4 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$65.7 Million
1.37% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$52.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

968K
Shares

$43.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

923K
Shares

$41.7 Million
0.01% of portfolio

About ISHARES TR

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