Cypress Wealth Services, LLC Ishares S&P 500 Value ETF Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 59,479 shares of IVE stock, worth $12.5 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
59,479
Previous 58,843 1.08%
Holding current value
$12.5 Million
Previous $11.5 Million 6.82%
% of portfolio
2.21%
Previous 2.22%

Shares

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

Oct 15, 2025
BUY
$194.44 - $206.51 $123,663 - $131,340
636 Added 1.08%
59,479 $12.3 Million
Q2 2025

Jul 28, 2025
SELL
$168.34 - $195.42 $471,520 - $547,371
-2,801 Reduced 4.54%
58,843 $11.5 Million
Q1 2025

Apr 10, 2025
BUY
$185.78 - $198.58 $3.62 Million - $3.87 Million
19,499 Added 46.27%
61,644 $11.6 Million
Q4 2024

Jan 14, 2025
BUY
$189.5 - $206.17 $384,685 - $418,525
2,030 Added 5.06%
42,145 $8.04 Million
Q3 2024

Oct 08, 2024
BUY
$181.06 - $197.17 $71,880 - $78,276
397 Added 1.0%
40,115 $7.91 Million
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $665,000 - $703,112
3,766 Added 10.48%
39,718 $7.23 Million
Q1 2024

Apr 15, 2024
BUY
$171.09 - $186.81 $6.15 Million - $6.72 Million
35,952 New
35,952 $6.72 Million
Q3 2022

Oct 14, 2022
BUY
$128.52 - $150.96 $24,033 - $28,229
187 Added 12.29%
1,708 $224,000
Q2 2022

Jul 27, 2022
BUY
$133.27 - $158.52 $1,599 - $1,902
12 Added 0.8%
1,521 $209,000
Q1 2022

Apr 22, 2022
BUY
$147.46 - $159.06 $222,517 - $240,021
1,509 New
1,509 $235,000
Q1 2020

Apr 10, 2020
SELL
$82.97 - $131.79 $332,792 - $528,609
-4,011 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$115.41 - $130.26 $23,659 - $26,703
205 Added 5.39%
4,011 $522,000
Q2 2019

Jul 24, 2019
BUY
$108.5 - $117.48 $35,696 - $38,650
329 Added 9.46%
3,806 $444,000
Q1 2019

Apr 19, 2019
BUY
$99.16 - $114.4 $39,961 - $46,103
403 Added 13.11%
3,477 $392,000
Q4 2018

Jan 22, 2019
BUY
$95.36 - $116.8 $293,136 - $359,043
3,074 New
3,074 $311,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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