Goelzer Investment Management, Inc. Ishares S&P 500 Value ETF Transaction History

Goelzer Investment Management, Inc.

$1.76 Billion
Q2 2025

A detailed history of Goelzer Investment Management, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 3,447 shares of IVE stock, worth $685,194. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,447

Previous 2,883 19.56%

Holding current value

$685,194

Previous $549,000 22.59%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$168.34 - $195.42 $94,943 - $110,216	564 Added 19.56%	3,447 $673,000
Q1 2025 Apr 28, 2025	BUY	$185.78 - $198.58 $535,603 - $572,506	2,883 New	2,883 $549,000
Q4 2024 Jan 21, 2025	BUY	$189.5 - $206.17 $360,050 - $391,723	1,900 New	1,900 $362,000
Q2 2024 Aug 09, 2024	BUY	$176.58 - $186.7 $2,472 - $2,613	14 Added 0.47%	2,981 $542,000
Q1 2024 May 01, 2024	SELL	$171.09 - $186.81 $177,420 - $193,721	-1,037 Reduced 25.9%	2,967 $554,000
Q4 2023 Feb 07, 2024	BUY	$147.64 - $174.21 $5,905 - $6,968	40 Added 1.01%	4,004 $696,000
Q3 2023 Nov 13, 2023	SELL	$153.33 - $166.75 $19,779 - $21,510	-129 Reduced 3.15%	3,964 $609,000
Q2 2023 Jul 26, 2023	BUY	$149.72 - $161.19 $612,803 - $659,750	4,093 New	4,093 $659,000

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Goelzer Investment Management, Inc. Ishares S&P 500 Value ETF Transaction History