Cypress Financial Planning LLC Innovator Etfs Tr Transaction History

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

A detailed history of Cypress Financial Planning LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 11,289 shares of IJUL stock, worth $371,633. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,289
Previous 11,324 0.31%
Holding current value
$371,633
Previous $361,000 2.22%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$31.5 - $32.72 $1,102 - $1,145
-35 Reduced 0.31%
11,289 $369,000
Q2 2025

Jul 10, 2025
SELL
$27.51 - $31.94 $4,319 - $5,014
-157 Reduced 1.37%
11,324 $361,000
Q1 2025

Apr 09, 2025
SELL
$27.58 - $29.96 $19,085 - $20,732
-692 Reduced 5.68%
11,481 $336,000
Q4 2024

Jan 13, 2025
SELL
$27.59 - $29.25 $83,432 - $88,452
-3,024 Reduced 19.9%
12,173 $336,000
Q3 2024

Oct 07, 2024
BUY
$27.47 - $29.55 $212,233 - $228,303
7,726 Added 103.41%
15,197 $446,000
Q2 2024

Jul 16, 2024
BUY
$27.14 - $28.98 $202,762 - $216,509
7,471 New
7,471 $210,000

Others Institutions Holding IJUL

# of Institutions
113
Shares Held
6.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

IJUL Quotes by TradingView
  • Ticker IJUL
  • Sector ETFs
  • Industry ETFs
More about IJUL
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