A detailed history of Goelzer Investment Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 52,952 shares of IWD stock, worth $10.1 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
52,952
Previous 58,164 8.96%
Holding current value
$10.1 Million
Previous $11 Million 11.2%
% of portfolio
0.57%
Previous 0.61%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
$183.23 - $199.79 $954,994 - $1.04 Million
-5,212 Reduced 8.96%
52,952 $9.8 Million
Q3 2024

Oct 04, 2024

BUY
$173.36 - $189.8 $160,184 - $175,375
924 Added 1.61%
58,164 $11 Million
Q2 2024

Aug 09, 2024

SELL
$169.4 - $179.05 $1.03 Million - $1.09 Million
-6,060 Reduced 9.57%
57,240 $9.99 Million
Q1 2024

May 01, 2024

SELL
$161.84 - $179.11 $61,984 - $68,599
-383 Reduced 0.6%
63,300 $11.3 Million
Q4 2023

Feb 07, 2024

SELL
$143.69 - $165.7 $373,594 - $430,819
-2,600 Reduced 3.92%
63,683 $10.5 Million
Q3 2023

Nov 13, 2023

SELL
$151.73 - $163.56 $637,114 - $686,788
-4,199 Reduced 5.96%
66,283 $10.1 Million
Q2 2023

Jul 26, 2023

SELL
$148.55 - $157.83 $1.29 Million - $1.37 Million
-8,679 Reduced 10.96%
70,482 $11.1 Million
Q1 2023

Apr 27, 2023

SELL
$145.2 - $161.56 $1.15 Million - $1.28 Million
-7,930 Reduced 9.11%
79,161 $12.1 Million
Q4 2022

Jan 20, 2023

SELL
$136.78 - $158.99 $256,599 - $298,265
-1,876 Reduced 2.11%
87,091 $0
Q3 2022

Nov 10, 2022

SELL
$135.99 - $161.15 $551,575 - $653,624
-4,056 Reduced 4.36%
88,967 $12.1 Million
Q2 2022

Aug 01, 2022

BUY
$140.99 - $168.41 $619,087 - $739,488
4,391 Added 4.95%
93,023 $13.5 Million
Q1 2022

May 10, 2022

BUY
$157.15 - $170.51 $416,133 - $451,510
2,648 Added 3.08%
88,632 $14.7 Million
Q4 2021

Feb 11, 2022

SELL
$157.12 - $168.08 $691,799 - $740,056
-4,403 Reduced 4.87%
85,984 $14.4 Million
Q3 2021

Oct 29, 2021

SELL
$154.62 - $164.07 $1.38 Million - $1.47 Million
-8,945 Reduced 9.01%
90,387 $14.1 Million
Q2 2021

Aug 12, 2021

SELL
$152.86 - $162.4 $106,543 - $113,192
-697 Reduced 0.7%
99,332 $15.8 Million
Q1 2021

May 06, 2021

SELL
$134.89 - $153.0 $492,348 - $558,450
-3,650 Reduced 3.52%
100,029 $15.2 Million
Q4 2020

Feb 12, 2021

BUY
$115.84 - $136.73 $695,040 - $820,379
6,000 Added 6.14%
103,679 $14.2 Million
Q3 2020

Oct 27, 2020

SELL
$111.27 - $124.26 $3.13 Million - $3.5 Million
-28,132 Reduced 22.36%
97,679 $11.5 Million
Q2 2020

Aug 12, 2020

SELL
$94.52 - $125.14 $50,757 - $67,200
-537 Reduced 0.43%
125,811 $14.2 Million
Q1 2020

May 07, 2020

BUY
$85.17 - $138.52 $245,630 - $399,491
2,884 Added 2.34%
126,348 $12.5 Million
Q4 2019

Feb 07, 2020

SELL
$123.85 - $136.67 $230,113 - $253,932
-1,858 Reduced 1.48%
123,464 $16.9 Million
Q3 2019

Nov 06, 2019

BUY
$127.92 - $130.25 $593,420 - $604,229
4,639 Added 3.84%
125,322 $16.1 Million
Q2 2019

Jul 29, 2019

SELL
N/A
-448 Reduced 0.37%
120,683 $15.4 Million
Q1 2019

May 03, 2019

BUY
N/A
22,057 Added 22.26%
121,131 $15 Million
Q4 2018

Jan 28, 2019

BUY
N/A
9,616 Added 10.75%
99,074 $11 Million
Q3 2018

Nov 13, 2018

BUY
N/A
4,214 Added 4.94%
89,458 $11.3 Million
Q2 2018

Aug 14, 2018

BUY
N/A
4,758 Added 5.91%
85,244 $10.3 Million
Q1 2018

May 07, 2018

SELL
N/A
-33,503 Reduced 29.39%
80,486 $9.66 Million
Q4 2017

Feb 06, 2018

BUY
N/A
2,226 Added 1.99%
113,989 $14.2 Million
Q3 2017

Oct 31, 2017

BUY
N/A
111,763
111,763 $13.2 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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