Cypress Financial Planning LLC Ishares Tr Transaction History

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 3,497 shares of IYR stock, worth $331,795. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,497
Previous 6,075 42.44%
Holding current value
$331,795
Previous $589,000 43.8%
% of portfolio
0.1%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$93.69 - $98.5 $241,532 - $253,933
-2,578 Reduced 42.44%
3,497 $331,000
Q2 2025

Jul 10, 2025
BUY
$84.48 - $96.25 $184,081 - $209,728
2,179 Added 55.93%
6,075 $571,000
Q1 2025

Apr 09, 2025
BUY
$89.49 - $98.98 $1,968 - $2,177
22 Added 0.57%
3,896 $369,000
Q4 2024

Jan 13, 2025
BUY
$90.74 - $102.87 $351,526 - $398,518
3,874 New
3,874 $360,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
50.1M
Call Options Held
8.15M
Put Options Held
4.4M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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