Punch & Associates Investment Management, Inc. Russell Micro Cap ETF Transaction History

Punch & Associates Investment Management, Inc.

  • $1.38 Billion
  • Q1 2025

A detailed history of Punch & Associates Investment Management, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 366 shares of IWC stock, worth $48,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares
366
Previous 354 3.39%
Holding current value
$48,575
Previous $46,000 13.04%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$110.91 - $133.46 $1,330 - $1,601
12 Added 3.39%
366 $40,000
Q3 2024

Nov 14, 2024
BUY
$112.21 - $129.46 $39,722 - $45,828
354 New
354 $43,000
Q4 2023

Feb 15, 2024
BUY
$90.78 - $118.63 $31,137 - $40,690
343 New
343 $39,000
Q3 2023

Oct 26, 2023
BUY
$99.15 - $115.3 $694 - $807
7 Added 2.02%
354 $35,000
Q2 2023

Aug 14, 2023
BUY
$99.62 - $112.59 $34,568 - $39,068
347 New
347 $37,000
Q4 2021

Feb 15, 2022
SELL
$134.03 - $156.72 $2,680 - $3,134
-20 Reduced 3.96%
485 $68,000
Q2 2020

Aug 14, 2020
BUY
$60.8 - $91.7 $364 - $550
6 Added 1.2%
505 $44,000
Q4 2019

Feb 14, 2020
BUY
$85.32 - $100.3 $42,574 - $50,049
499 New
499 $50,000
Q1 2019

May 14, 2019
SELL
$82.53 - $97.19 $255,925 - $301,386
-3,101 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$77.77 - $104.35 $241,164 - $323,589
3,101 New
3,101 $256,000

Others Institutions Holding IWC

# of Institutions
235
Shares Held
4.05M
Call Options Held
9.2K
Put Options Held
3.6K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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