Cypress Financial Planning LLC Ishares Core S&P 500 ETF Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 56,392 shares of IVV stock, worth $34 Million. This represents 12.07% of its overall portfolio holdings.

Number of Shares

56,392

Previous 60,006 6.02%

Holding current value

$34 Million

Previous $32.8 Million 0.94%

% of portfolio

12.07%

Previous 13.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $1.88 Million - $2.08 Million	-3,614 Reduced 6.02%	56,392 $32.5 Million
Q2 2024 Jul 16, 2024	BUY	$497.53 - $549.64 $479,121 - $529,303	963 Added 1.63%	60,006 $32.8 Million
Q1 2024 Apr 12, 2024	BUY	$469.56 - $525.73 $10.1 Million - $11.3 Million	21,553 Added 57.49%	59,043 $31 Million
Q4 2023 Jan 09, 2024	SELL	$412.55 - $479.0 $8.95 Million - $10.4 Million	-21,694 Reduced 36.66%	37,490 $17.9 Million
Q3 2023 Oct 10, 2023	SELL	$427.76 - $460.18 $1.53 Million - $1.64 Million	-3,567 Reduced 5.68%	59,184 $25.4 Million
Q2 2023 Jul 11, 2023	BUY	$406.17 - $445.71 $24,370 - $26,742	60 Added 0.1%	62,751 $28 Million
Q1 2023 Apr 07, 2023	BUY	$381.13 - $418.66 $1.16 Million - $1.27 Million	3,041 Added 5.1%	62,691 $25.8 Million
Q4 2022 Jan 30, 2023	BUY	$357.98 - $409.32 $229,823 - $262,783	642 Added 1.09%	59,650 $22.9 Million
Q3 2022 Oct 13, 2022	BUY	$358.65 - $432.04 $1.35 Million - $1.63 Million	3,767 Added 6.82%	59,008 $21.2 Million
Q2 2022 Jul 20, 2022	BUY	$366.99 - $458.8 $20.3 Million - $25.3 Million	55,241 New	55,241 $20.9 Million

Others Institutions Holding IVV

# of Institutions

3,445

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Cypress Financial Planning LLC Ishares Core S&P 500 ETF Transaction History