CYPRESS FINANCIAL PLANNING LLC IVV Holdings History
CYPRESS FINANCIAL PLANNING LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 51,819.00 shares of iShares Core S&P 500 ETF(IVV), totaling $32.17 Mil. This investment constitutes 10.5% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 7 purchases of IVV, at an average price of $436.19, for a total of 86,811.00 shares. In addition, there have been 5 sales at an average price of $483.80 for 34,992.00 shares. Based on historical transaction data and IVV's current price of $630.67, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his IVV holdings is $11.74 Mil, reflecting a 31.01% gain to date.
CYPRESS FINANCIAL PLANNING LLC IVV ($630.67) Holding Chart
CYPRESS FINANCIAL PLANNING LLC IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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