Wittenberg Investment Management, Inc. Ishares Russell Midcap Value E Transaction History

Wittenberg Investment Management, Inc.

  • $187 Million
  • Q2 2025

A detailed history of Wittenberg Investment Management, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wittenberg Investment Management, Inc. holds 3,478 shares of IWS stock, worth $490,154. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,478
Holding current value
$490,154
% of portfolio
0.24%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$110.58 - $132.14 $384,597 - $459,582
3,478 New
3,478 $459,000
Q4 2024

Feb 12, 2025
SELL
$128.08 - $140.32 $1.25 Million - $1.37 Million
-9,784 Reduced 73.77%
3,478 $449,000
Q2 2024

Aug 13, 2024
SELL
$117.31 - $125.13 $293,275 - $312,825
-2,500 Reduced 15.86%
13,262 $1.6 Million
Q1 2024

May 03, 2024
SELL
$112.43 - $125.33 $562,150 - $626,650
-5,000 Reduced 24.08%
15,762 $1.98 Million
Q3 2023

Nov 13, 2023
SELL
$103.48 - $114.68 $310,440 - $344,040
-3,000 Reduced 12.63%
20,762 $2.17 Million
Q2 2023

Feb 09, 2024
SELL
$101.5 - $109.84 $69,933 - $75,679
-689 Reduced 2.82%
23,762 $2.61 Million
Q2 2023

Aug 11, 2023
SELL
$101.5 - $109.84 $69,933 - $75,679
-689 Reduced 2.82%
23,762 $2.61 Million
Q1 2023

Feb 09, 2024
BUY
$100.22 - $116.23 $11,425 - $13,250
114 Added 0.47%
24,451 $2.6 Million
Q1 2023

May 15, 2023
BUY
$100.22 - $116.23 $11,425 - $13,250
114 Added 0.47%
24,451 $2.6 Million
Q4 2022

Feb 09, 2024
BUY
$96.57 - $111.69 $345,237 - $399,291
3,575 Added 17.22%
24,337 $2.56 Million
Q4 2022

Feb 06, 2023
BUY
$96.57 - $111.69 $27,329 - $31,608
283 Added 1.18%
24,337 $2.56 Million
Q3 2022

Nov 14, 2022
SELL
$96.05 - $115.74 $105,847 - $127,545
-1,102 Reduced 4.38%
24,054 $2.31 Million
Q2 2022

Aug 15, 2022
BUY
$99.42 - $121.64 $1.83 Million - $2.24 Million
18,451 Added 275.18%
25,156 $2.56 Million
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $2,805 - $3,089
25 Added 0.37%
6,705 $802,000
Q4 2021

Feb 14, 2022
BUY
$114.04 - $122.75 $140,611 - $151,350
1,233 Added 22.64%
6,680 $817,000
Q3 2021

Nov 05, 2021
BUY
$110.67 - $119.04 $602,819 - $648,410
5,447 New
5,447 $617,000

Others Institutions Holding IWS

# of Institutions
1,036
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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