Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 119,536 shares of IBMQ stock, worth $3.02 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
119,536
Previous 118,606 0.78%
Holding current value
$3.02 Million
Previous $3.04 Million 0.99%
% of portfolio
1.04%
Previous 1.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.06 - $25.59 $23,305 - $23,798
930 Added 0.78%
119,536 $3.01 Million
Q3 2024

Nov 01, 2024
BUY
$24.91 - $25.63 $17,138 - $17,633
688 Added 0.58%
118,606 $3.04 Million
Q2 2024

Jul 26, 2024
BUY
$24.81 - $25.19 $17,044 - $17,305
687 Added 0.59%
117,918 $2.95 Million
Q1 2024

May 07, 2024
BUY
$25.27 - $25.61 $5,837 - $5,915
231 Added 0.2%
117,231 $2.96 Million
Q4 2023

Jan 17, 2024
BUY
$24.26 - $25.61 $2.84 Million - $3 Million
117,000 New
117,000 $2.99 Million

Others Institutions Holding IBMQ

# of Institutions
140
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email