Goelzer Investment Management, Inc. IVV Holdings History
Goelzer Investment Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Goelzer Investment Management, Inc. held 256,906.00 shares of iShares Core S&P 500 ETF(IVV), totaling $159.51 Mil. This investment constitutes 8.74% of their stock portfolio, and Goelzer Investment Management, Inc. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then Goelzer Investment Management, Inc. has made 30 purchases of IVV, at an average price of $398.51, for a total of 268,426.00 shares. In addition, there have been 8 sales at an average price of $381.11 for 11,520.00 shares. Based on historical transaction data and IVV's current price of $630.67, Goelzer Investment Management, Inc.'s estimated gain on his IVV holdings is $59.44 Mil, reflecting a 55.57% gain to date.
Goelzer Investment Management, Inc. IVV ($630.67) Holding Chart
Goelzer Investment 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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