Geier Asset Management, Inc. IVV Holdings History
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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