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 $684,089. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,013

Previous 1,078 6.03%

Holding current value

$684,089

Previous $669,000 1.35%

% of portfolio

0.15%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,145

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