Cypress Wealth Services, LLC Ishares Tr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$77.12 - $89.86 $9,254 - $10,783	-120 Reduced 2.86%	4,079 $318,000
Q2 2023 Jul 21, 2023	SELL	$80.51 - $86.54 $85,340 - $91,732	-1,060 Reduced 20.16%	4,199 $363,000
Q1 2023 Apr 07, 2023	SELL	$78.73 - $95.24 $11,573 - $14,000	-147 Reduced 2.72%	5,259 $446,000
Q4 2022 Jan 18, 2023	BUY	$76.97 - $89.17 $1,539 - $1,783	20 Added 0.37%	5,406 $0
Q3 2022 Oct 14, 2022	SELL	$80.64 - $103.19 $20,160 - $25,797	-250 Reduced 4.44%	5,386 $424,000
Q2 2022 Jul 27, 2022	BUY	$86.95 - $112.38 $298,151 - $385,351	3,429 Added 155.37%	5,636 $518,000
Q1 2022 Apr 22, 2022	SELL	$99.21 - $115.26 $3,670 - $4,264	-37 Reduced 1.65%	2,207 $239,000
Q2 2021 Jul 14, 2021	SELL	$93.58 - $104.97 $176,023 - $197,448	-1,881 Reduced 45.6%	2,244 $229,000
Q1 2021 Apr 28, 2021	SELL	$82.27 - $92.74 $36,774 - $41,454	-447 Reduced 9.78%	4,125 $379,000
Q4 2020 Jan 22, 2021	SELL	$76.87 - $86.71 $13,990 - $15,781	-182 Reduced 3.83%	4,572 $392,000
Q2 2020 Jul 15, 2020	SELL	$64.24 - $86.82 $131,692 - $177,981	-2,050 Reduced 30.13%	4,754 $375,000
Q1 2020 Apr 10, 2020	BUY	$57.84 - $100.28 $84,735 - $146,910	1,465 Added 27.44%	6,804 $473,000
Q4 2019 Jan 14, 2020	SELL	$89.52 - $95.36 $89 - $95	-1 Reduced 0.02%	5,339 $497,000
Q3 2019 Oct 16, 2019	SELL	$91.54 - $93.76 $21,969 - $22,502	-240 Reduced 4.3%	5,340 $500,000
Q2 2019 Jul 24, 2019	BUY	N/A	145 Added 2.67%	5,580 $487,000
Q1 2019 Apr 19, 2019	SELL	N/A	-167 Reduced 2.98%	5,435 $473,000
Q4 2018 Jan 22, 2019	BUY	N/A	5,602 New	5,602 $420,000

Others Institutions Holding IYR

# of Institutions

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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