Cypress Capital Group IVV Holdings History

Number of Shares
88,257.00
Current Holdings Value*
$49.59 Mil
% of Portfolio
6.49%
Total Estimate Gain
$17.59 Mil
% of Total Estimate Gain
40.90%

Cypress Capital Group's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Cypress Capital Group held 88,257.00 shares of iShares Core S&P 500 ETF(IVV), totaling $49.59 Mil. This investment constitutes 6.49% of their stock portfolio, and Cypress Capital Group now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2014Q1. And since then Cypress Capital Group has made 22 purchases of IVV, at an average price of $432.96, for a total of 99,339.00 shares. In addition, there have been 12 sales at an average price of $507.37 for 11,082.00 shares. Based on historical transaction data and IVV's current price of $622.94, Cypress Capital Group's estimated gain on his IVV holdings is $17.59 Mil, reflecting a 40.90% gain to date.

Cypress Capital Group IVV ($622.94) Holding Chart

Cypress Capital Group IVV ($622.94) 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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