Cypress Wealth Services, LLC IVE Holdings History
Cypress Wealth Services, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 61,644.00 shares of iShares S&P 500 Value ETF(IVE), totaling $11.75 Mil. This investment constitutes 2.38% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q4. And since then Cypress Wealth Services, LLC has made 12 purchases of IVE, at an average price of $178.57, for a total of 67,363.00 shares. In addition, there have been 2 sales at an average price of $125.20 for 5,719.00 shares. Based on historical transaction data and IVE's current price of $196.55, Cypress Wealth Services, LLC's estimated gain on his IVE holdings is $802,795.53, reflecting a 6.67% gain to date.
Cypress Wealth Services, LLC IVE ($196.55) Holding Chart
Cypress Wealth Services, LLC IVE ($196.55) 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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