Cypress Wealth Services, LLC Ishares Expanded Tech Sector E Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,752 shares of IGM stock, worth $813,960. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,752

Previous 7,759 0.09%

Holding current value

$813,960

Previous $744,000 6.32%

% of portfolio

0.17%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$94.19 - $106.95 $659 - $748	-7 Reduced 0.09%	7,752 $791,000
Q3 2024 Oct 08, 2024	BUY	$84.03 - $98.62 $18,150 - $21,301	216 Added 2.86%	7,759 $744,000
Q2 2024 Jul 12, 2024	BUY	$80.02 - $95.38 $720 - $858	9 Added 0.12%	7,543 $711,000
Q1 2024 Apr 15, 2024	BUY	$84.27 - $516.87 $529,047 - $3.24 Million	6,278 Added 499.84%	7,534 $649,000
Q4 2023 Jan 10, 2024	BUY	$365.86 - $450.72 $8,780 - $10,817	24 Added 1.95%	1,256 $562,000
Q3 2023 Oct 13, 2023	SELL	$376.08 - $412.97 $46,257 - $50,795	-123 Reduced 9.08%	1,232 $470,000
Q2 2023 Jul 21, 2023	SELL	$325.63 - $395.58 $3,907 - $4,746	-12 Reduced 0.88%	1,355 $532,000
Q1 2023 Apr 07, 2023	BUY	$275.98 - $339.32 $19,870 - $24,431	72 Added 5.56%	1,367 $463,000
Q4 2022 Jan 18, 2023	BUY	$44.41 - $306.86 $57,510 - $397,383	1,295 New	1,295 $0

Others Institutions Holding IGM

# of Institutions

429

Shares Held

26.5M

Call Options Held

49.2K

Put Options Held

35.8K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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 Expanded Tech Sector E Transaction History