Punch & Associates Investment Management, Inc. Ishares Tr Transaction History

Punch & Associates Investment Management, Inc.

$1.38 Billion
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$13.71 - $20.0 $14,751 - $21,520	-1,076 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$12.23 - $17.07 $4,182 - $5,837	342 Added 46.59%	1,076 $16,000
Q2 2020 Aug 14, 2020	BUY	$5.54 - $11.92 $3,678 - $7,914	664 Added 948.57%	734 $6,000
Q1 2020 May 15, 2020	BUY	$5.21 - $20.93 $364 - $1,465	70 New	70 $0

Others Institutions Holding IEZ

# of Institutions

Shares Held

3.67M

Call Options Held

47.3K

Put Options Held

22.3K

Morgan Stanley New York, NY

927K
Shares

$16.5 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

313K
Shares

$5.58 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

230K
Shares

$4.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

185K
Shares

$3.29 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

185K
Shares

$3.29 Million
0.01% of portfolio

View Full List

About ISHARES TR

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