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

Wittenberg Investment Management, Inc.

$250 Million
Q1 2024

A detailed history of Wittenberg Investment Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wittenberg Investment Management, Inc. holds 3,453 shares of IWP stock, worth $381,038. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,453

Previous 3,453 -0.0%

Holding current value

$381,038

Previous $360,000 9.44%

% of portfolio

0.16%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Feb 09, 2024	BUY	$87.72 - $96.63 $263 - $289	3 Added 0.09%	3,453 $333,000
Q2 2023 Aug 11, 2023	BUY	$87.72 - $96.63 $263 - $289	3 Added 0.09%	3,453 $334,000
Q1 2023 Feb 09, 2024	BUY	$82.89 - $94.68 $414 - $473	5 Added 0.15%	3,450 $314,000
Q1 2023 May 15, 2023	BUY	$82.89 - $94.68 $414 - $473	5 Added 0.15%	3,450 $314,000
Q4 2022 Feb 09, 2024	SELL	$81.31 - $89.88 $650 - $719	-8 Reduced 0.23%	3,445 $288,000

Q4 2022 Feb 06, 2023	BUY	$81.31 - $89.88 $1,463 - $1,617	18 Added 0.53%	3,445 $288,000
Q2 2022 Aug 15, 2022	BUY	N/A	2,418 Added 239.64%	3,427 $271,000
Q1 2022 May 16, 2022	BUY	N/A	1,009 New	1,009 $101,000

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

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About ISHARES RUSSELL MID-CAP GROWTH

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