Cypress Wealth Services, LLC Ishares Tr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 13,158 shares of EMB stock, worth $1.17 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

13,158

Previous 11,580 13.63%

Holding current value

$1.17 Million

Previous $1.03 Million 15.32%

% of portfolio

0.25%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$88.64 - $92.03 $139,873 - $145,223	1,578 Added 13.63%	13,158 $1.19 Million
Q4 2024 Jan 14, 2025	BUY	$88.94 - $93.46 $86,805 - $91,216	976 Added 9.2%	11,580 $1.03 Million
Q3 2024 Oct 08, 2024	SELL	$87.75 - $93.74 $9,301 - $9,936	-106 Reduced 0.99%	10,604 $992,000
Q2 2024 Jul 12, 2024	SELL	$86.66 - $89.88 $95,412 - $98,957	-1,101 Reduced 9.32%	10,710 $947,000
Q1 2024 Apr 15, 2024	BUY	$86.49 - $90.08 $217,781 - $226,821	2,518 Added 27.1%	11,811 $1.06 Million
Q4 2023 Jan 10, 2024	SELL	$79.71 - $89.68 $46,072 - $51,835	-578 Reduced 5.86%	9,293 $827,000
Q3 2023 Oct 13, 2023	BUY	$82.42 - $87.68 $21,676 - $23,059	263 Added 2.74%	9,871 $814,000
Q2 2023 Jul 21, 2023	SELL	$83.9 - $86.54 $51,682 - $53,308	-616 Reduced 6.03%	9,608 $831,000
Q1 2023 Apr 07, 2023	BUY	$83.99 - $89.55 $858,713 - $915,559	10,224 New	10,224 $882,000
Q2 2020 Jul 15, 2020	SELL	$93.85 - $109.23 $415,192 - $483,233	-4,424 Closed	0 $0
Q1 2020 Apr 10, 2020	BUY	$85.8 - $117.01 $55,083 - $75,120	642 Added 16.98%	4,424 $428,000
Q4 2019 Jan 14, 2020	BUY	$111.26 - $114.74 $53,071 - $54,730	477 Added 14.43%	3,782 $433,000
Q3 2019 Oct 16, 2019	BUY	$112.56 - $115.59 $372,010 - $382,024	3,305 New	3,305 $375,000

Others Institutions Holding EMB

# of Institutions

970

Shares Held

142M

Call Options Held

4.61M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

More about EMB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Account

Cypress Wealth Services, LLC Ishares Tr Transaction History