Wittenberg Investment Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Wittenberg Investment Management, Inc.

$209 Million
Q4 2024

A detailed history of Wittenberg Investment Management, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wittenberg Investment Management, Inc. holds 6,500 shares of SGOV stock, worth $653,770. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,500

Previous 4,000 62.5%

Holding current value

$653,770

Previous $402,000 62.19%

% of portfolio

0.31%

Previous 0.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$100.16 - $100.7 $250,400 - $251,750	2,500 Added 62.5%	6,500 $652,000
Q2 2024 Aug 13, 2024	BUY	$100.29 - $100.75 $100,290 - $100,750	1,000 Added 33.33%	4,000 $402,000
Q1 2024 May 03, 2024	BUY	$100.29 - $100.71 $50,145 - $50,355	500 Added 20.0%	3,000 $302,000
Q2 2023 Aug 11, 2023	BUY	$100.18 - $100.63 $250,450 - $251,575	2,500 New	2,500 $252,000

Others Institutions Holding SGOV

# of Institutions

789

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Wittenberg Investment Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History