Cypress Financial Planning LLC Ishares Tr Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 104,594 shares of IEFA stock, worth $7.38 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

104,594

Previous 87,171 19.99%

Holding current value

$7.38 Million

Previous $6.33 Million 28.92%

% of portfolio

3.03%

Previous 2.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$70.09 - $78.74 $1.22 Million - $1.37 Million	17,423 Added 19.99%	104,594 $8.16 Million
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $1.4 Million - $1.51 Million	19,760 Added 29.31%	87,171 $6.33 Million
Q1 2024 Apr 12, 2024	BUY	$68.14 - $74.43 $4.34 Million - $4.74 Million	63,721 Added 1726.86%	67,411 $5 Million
Q4 2023 Jan 09, 2024	SELL	$61.3 - $70.47 $2.74 Million - $3.16 Million	-44,774 Reduced 92.39%	3,690 $259,000
Q3 2023 Oct 10, 2023	SELL	$64.04 - $69.58 $58,020 - $63,039	-906 Reduced 1.84%	48,464 $3.12 Million
Q2 2023 Jul 11, 2023	BUY	$66.03 - $69.1 $476,010 - $498,141	7,209 Added 17.1%	49,370 $3.33 Million
Q1 2023 Apr 07, 2023	BUY	$62.17 - $67.7 $188,188 - $204,927	3,027 Added 7.73%	42,161 $2.82 Million
Q4 2022 Jan 30, 2023	BUY	$52.35 - $63.65 $151,762 - $184,521	2,899 Added 8.0%	39,134 $2.41 Million
Q3 2022 Oct 13, 2022	BUY	$52.32 - $63.1 $394,440 - $475,710	7,539 Added 26.27%	36,235 $1.91 Million
Q2 2022 Jul 20, 2022	BUY	$57.91 - $70.46 $1.66 Million - $2.02 Million	28,696 New	28,696 $1.69 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Cypress Financial Planning LLC Ishares Tr Transaction History