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

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 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 1,078 shares of IVV stock, worth $689,984. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,078
Previous 694 55.33%
Holding current value
$689,984
Previous $389,000 71.98%
% of portfolio
0.19%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,964
Shares Held
812M
Call Options Held
15.3M
Put Options Held
4M
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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