Punch & Associates Investment Management, Inc. Ishares S&P Midcap 400 Value E Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$103.36 - $113.35 $25,840 - $28,337	-250 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$102.45 - $110.12 $25,612 - $27,530	250 New	250 $26,000

Others Institutions Holding IJJ

# of Institutions

813

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

Morgan Stanley New York, NY

4.03M
Shares

$500 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.53M
Shares

$438 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.31M
Shares

$286 Million
0.02% of portfolio
Ubs Group Ag

1.93M
Shares

$239 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.8M
Shares

$223 Million
0.07% of portfolio

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About ISHARES S&P MIDCAP 400 VALUE E

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