Cypress Point Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 30,000 shares of IBDQ stock, worth $750,600. This represents 0.33% of its overall portfolio holdings.

Number of Shares
30,000
Previous 20,000 50.0%
Holding current value
$750,600
Previous $497,000 51.51%
% of portfolio
0.33%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$24.78 - $25.11 $247,800 - $251,100
10,000 Added 50.0%
30,000 $753,000
Q1 2024

May 07, 2024
BUY
$24.7 - $24.84 $494,000 - $496,800
20,000 New
20,000 $496,000

Others Institutions Holding IBDQ

# of Institutions
396
Shares Held
82.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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