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

Cypress Financial Planning LLC

$322 Million
Q3 2025

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 50,816 shares of IVV stock, worth $34.3 Million. This represents 10.55% of its overall portfolio holdings.

Number of Shares

50,816

Previous 51,819 1.94%

Holding current value

$34.3 Million

Previous $32.2 Million 5.71%

% of portfolio

10.55%

Previous 10.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$620.67 - $670.08 $622,532 - $672,090	-1,003 Reduced 1.94%	50,816 $34 Million
Q2 2025 Jul 10, 2025	BUY	$498.8 - $620.9 $770,147 - $958,669	1,544 Added 3.07%	51,819 $32.2 Million
Q1 2025 Apr 09, 2025	SELL	$554.06 - $615.85 $2.85 Million - $3.17 Million	-5,147 Reduced 9.29%	50,275 $28.1 Million
Q4 2024 Jan 13, 2025	SELL	$570.51 - $610.59 $553,394 - $592,272	-970 Reduced 1.72%	55,422 $32.6 Million
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

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

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