Cypress Point Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 694 shares of IVV stock, worth $374,891. This represents 0.14% of its overall portfolio holdings.

Number of Shares
694
Previous 694 -0.0%
Holding current value
$374,891
Previous $408,000 4.66%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$469.56 - $525.73 $325,874 - $364,856
694 New
694 $364,000
Q4 2021

Jan 27, 2022
SELL
$430.29 - $479.53 $82,615 - $92,069
-192 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
$402.08 - $429.92 $77,199 - $82,544
192 New
192 $83,000

Others Institutions Holding IVV

# of Institutions
3,884
Shares Held
759M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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