Punch & Associates Investment Management, Inc. Ishares S&P 500 Growth ETF Call Options Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $5.33 Million - $6.11 Million	80,982 New	80,982 $6.08 Million

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

Envestnet Asset Management Inc

46.5M
Shares

$4.78 Billion
1.47% of portfolio
Jpmorgan Chase & CO New York, NY

44.1M
Shares

$4.53 Billion
0.35% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.43 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.91 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

15.7M
Shares

$1.61 Billion
0.69% of portfolio

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About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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