Punch & Associates Investment Management, Inc. Ishares Core S&P Sm Cap ETF Call Options Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q4 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $51,689 - $64,964	590 New	590 $63,000

Others Institutions Holding IJR

# of Institutions

2,819

Shares Held

535M

Call Options Held

877K

Put Options Held

272K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$3.82 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

32.1M
Shares

$3.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$1.92 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$1.78 Billion
0.62% of portfolio
Wells Fargo & Company San Francisco, CA

17.2M
Shares

$1.72 Billion
0.46% of portfolio

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About ISHARES CORE S&P SM CAP ETF

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