Punch & Associates Investment Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$157.15 - $170.51 $1,885 - $2,046	-12 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$154.62 - $164.07 $1,855 - $1,968	12 New	12 $2,000

Others Institutions Holding IWD

# of Institutions

1,718

Shares Held

255M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.06 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$5.85 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.8 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.71 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.58 Billion
0.13% of portfolio

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