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

Punch & Associates Investment Management, Inc.

$1.66 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 15, 2024	BUY	$67.78 - $80.04 $20,334 - $24,012	300 New	300 $23,000
Q2 2021 Aug 16, 2021	BUY	N/A	300 New	300 $24,000

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

Wells Fargo & Company San Francisco, CA

7.26M
Shares

$631 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.67M
Shares

$580 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.53M
Shares

$307 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

3.4M
Shares

$296 Million
0.06% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.88M
Shares

$250 Million
13.98% of portfolio

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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