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

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 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 1,013 shares of IVV stock, worth $672,611. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,013
Previous 1,078 6.03%
Holding current value
$672,611
Previous $669,000 1.35%
% of portfolio
0.15%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$620.67 - $670.08 $40,343 - $43,555
-65 Reduced 6.03%
1,013 $678,000
Q2 2025

Jul 10, 2025
BUY
$498.8 - $620.9 $191,539 - $238,425
384 Added 55.33%
1,078 $669,000
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
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
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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