Punch & Associates Investment Management, Inc. Ishares Core S&P Total U.S. St Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	BUY	$90.04 - $105.69 $175,578 - $206,095	1,950 New	1,950 $205,000
Q3 2022 Nov 14, 2022	BUY	$79.54 - $95.9 $103,402 - $124,670	1,300 Added 200.0%	1,950 $155,000
Q2 2021 Aug 16, 2021	BUY	$92.76 - $98.86 $60,294 - $64,259	650 New	650 $64,000

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.31 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.48 Billion
0.13% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.61 Billion
3.66% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.39 Billion
0.1% of portfolio
Alliancebernstein L.P. New York, NY

8.92M
Shares

$1.18 Billion
0.39% of portfolio

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