Goelzer Investment Management, Inc. Ishares Russell Mid Cap Growth Transaction History

Goelzer Investment Management, Inc.

$1.71 Billion
Q1 2025

A detailed history of Goelzer Investment Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 2,017 shares of IWP stock, worth $268,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,017

Previous 2,277 11.42%

Holding current value

$268,139

Previous $267,000 11.61%

% of portfolio

0.01%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$114.9 - $139.6 $29,874 - $36,296	-260 Reduced 11.42%	2,017 $236,000
Q1 2024 May 01, 2024	SELL	$100.66 - $114.14 $1,711 - $1,940	-17 Reduced 0.74%	2,277 $259,000
Q1 2023 Apr 27, 2023	BUY	$82.89 - $94.68 $190,149 - $217,195	2,294 New	2,294 $208,000
Q2 2022 Aug 01, 2022	SELL	$75.41 - $102.47 $152,705 - $207,501	-2,025 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$89.52 - $114.03 $1,790 - $2,280	-20 Reduced 0.98%	2,025 $204,000
Q4 2021 Feb 11, 2022	SELL	$109.8 - $123.28 $8,454 - $9,492	-77 Reduced 3.63%	2,045 $236,000
Q3 2021 Oct 29, 2021	SELL	$109.39 - $119.47 $24,831 - $27,119	-227 Reduced 9.66%	2,122 $238,000
Q1 2021 May 06, 2021	SELL	$96.94 - $112.05 $6,301 - $7,283	-65 Reduced 2.69%	2,349 $240,000
Q4 2020 Feb 12, 2021	BUY	$86.54 - $104.78 $76,414 - $92,520	883 Added 57.67%	2,414 $248,000
Q2 2020 Aug 12, 2020	SELL	$57.59 - $81.27 $20,502 - $28,932	-356 Reduced 18.87%	1,531 $242,000
Q1 2020 May 07, 2020	SELL	$52.32 - $81.58 $16,742 - $26,105	-320 Reduced 14.5%	1,887 $229,000
Q4 2019 Feb 07, 2020	BUY	$68.8 - $76.63 $8,875 - $9,885	129 Added 6.21%	2,207 $337,000
Q3 2019 Nov 06, 2019	SELL	$70.16 - $72.24 $2,455 - $2,528	-35 Reduced 1.66%	2,078 $294,000
Q4 2018 Jan 28, 2019	BUY	N/A	21 Added 1.0%	2,113 $240,000
Q3 2018 Nov 13, 2018	SELL	N/A	-31 Reduced 1.46%	2,092 $284,000
Q2 2018 Aug 14, 2018	SELL	N/A	-31 Reduced 1.44%	2,123 $269,000
Q1 2018 May 07, 2018	BUY	N/A	80 Added 3.86%	2,154 $265,000
Q4 2017 Feb 06, 2018	SELL	N/A	-55 Reduced 2.58%	2,074 $250,000
Q3 2017 Oct 31, 2017	BUY	N/A	2,129	2,129 $241,000

Others Institutions Holding IWP

# of Institutions

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Goelzer Investment Management, Inc. Ishares Russell Mid Cap Growth Transaction History