Punch & Associates Investment Management, Inc. Ishares Core S&P U.S. Value Et Transaction History

Punch & Associates Investment Management, Inc.

$1.62 Billion
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$72.65 - $78.26 $5,376 - $5,791	74 New	74 $5,000

Others Institutions Holding IUSV

# of Institutions

713

Shares Held

158M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

63.3M
Shares

$6.16 Billion
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$1.26 Billion
0.58% of portfolio
Morgan Stanley New York, NY

8.58M
Shares

$835 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$478 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$419 Million
7.92% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

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