Goelzer Investment Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Goelzer Investment Management, Inc.

  • $1.82 Billion
  • Q3 2025

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 53,384 shares of IWD stock, worth $10.9 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
53,384
Previous 53,268 0.22%
Holding current value
$10.9 Million
Previous $10.3 Million 5.05%
% of portfolio
0.6%
Previous 0.59%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$192.76 - $203.86 $22,360 - $23,647
116 Added 0.22%
53,384 $10.9 Million
Q2 2025

Jul 09, 2025
BUY
$166.82 - $194.23 $34,198 - $39,817
205 Added 0.39%
53,268 $10.3 Million
Q1 2025

Apr 28, 2025
BUY
$182.82 - $196.21 $20,293 - $21,779
111 Added 0.21%
53,063 $9.98 Million
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

# of Institutions
1,991
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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