Number of Shares
12,722.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
3.88%
Total Estimate Gain
$3.29 Mil
% of Total Estimate Gain
69.67%

Geier Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2021-06-30, Geier Asset Management, Inc. held 12,722.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.47 Mil. This investment constitutes 3.88% of their stock portfolio, and Geier Asset Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then Geier Asset Management, Inc. has made 2 purchases of IVV, at an average price of $371.70, for a total of 12,722.00 shares. Based on historical transaction data and IVV's current price of $630.67, Geier Asset Management, Inc.'s estimated gain on his IVV holdings is $3.29 Mil, reflecting a 69.67% gain to date.

Geier Asset Management, Inc. IVV ($630.67) Holding Chart

Geier Asset Management, Inc. 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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