Cypress Wealth Services, LLC IVV Holdings History
Cypress Wealth Services, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 54,738.00 shares of iShares Core S&P 500 ETF(IVV), totaling $30.76 Mil. This investment constitutes 6.24% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Services, LLC has made 15 purchases of IVV, at an average price of $341.86, for a total of 214,949.00 shares. In addition, there have been 13 sales at an average price of $386.79 for 160,211.00 shares. Based on historical transaction data and IVV's current price of $630.93, Cypress Wealth Services, LLC's estimated gain on his IVV holdings is $23.02 Mil, reflecting a 31.33% gain to date.
Cypress Wealth Services, LLC IVV ($630.93) Holding Chart
Cypress Wealth Services, LLC IVV ($630.93) 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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