Matthew Goff Investment Advisor, LLC IVE Holdings History
Matthew Goff Investment Advisor, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Matthew Goff Investment Advisor, LLC held 88,940.00 shares of iShares S&P 500 Value ETF(IVE), totaling $16.95 Mil. This investment constitutes 3.13% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.05% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Matthew Goff Investment Advisor, LLC has made 17 purchases of IVE, at an average price of $132.37, for a total of 114,457.00 shares. In addition, there have been 11 sales at an average price of $146.87 for 25,517.00 shares. Based on historical transaction data and IVE's current price of $195.42, Matthew Goff Investment Advisor, LLC's estimated gain on his IVE holdings is $5.98 Mil, reflecting a 39.46% gain to date.
Matthew Goff Investment Advisor, LLC IVE ($195.42) Holding Chart
Matthew Goff Investment Advisor, LLC IVE ($195.42) 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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