Punch & Associates Investment Management, Inc. Ishares Russell 2000 ETF Transaction History

Punch & Associates Investment Management, Inc.

  • $1.38 Billion
  • Q1 2025

A detailed history of Punch & Associates Investment Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 140 shares of IWM stock, worth $31,176. This represents 0.0% of its overall portfolio holdings.

Number of Shares
140
Previous 490 71.43%
Holding current value
$31,176
Previous $108,000 75.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2025
SELL
$198.1 - $229.79 $69,335 - $80,426
-350 Reduced 71.43%
140 $27,000
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $75,645 - $84,840
350 Added 250.0%
490 $108,000
Q3 2024

Nov 14, 2024
SELL
$200.87 - $224.6 $602 - $673
-3 Reduced 2.1%
140 $30,000
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $578 - $628
3 Added 2.14%
143 $29,000
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $17,242 - $19,137
-91 Reduced 39.39%
140 $29,000
Q4 2023

Feb 15, 2024
BUY
$162.21 - $204.82 $37,470 - $47,313
231 New
231 $46,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $5.38 Million - $6.06 Million
-32,250 Reduced 99.29%
231 $40,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $4.29 Million - $5.25 Million
26,106 Added 409.51%
32,481 $5.36 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $1 Million - $1.27 Million
6,130 Added 2502.04%
6,375 $1.08 Million
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $24,897 - $29,291
-130 Reduced 34.67%
245 $50,000
Q4 2021

Feb 15, 2022
BUY
$212.12 - $242.56 $27,575 - $31,532
130 Added 53.06%
375 $83,000
Q2 2021

Aug 16, 2021
SELL
$211.85 - $232.89 $2,965 - $3,260
-14 Reduced 5.41%
245 $56,000
Q1 2021

May 18, 2021
BUY
$193.5 - $234.42 $17,415 - $21,097
90 Added 53.25%
259 $57,000
Q4 2020

Feb 16, 2021
SELL
$152.18 - $199.14 $131,635 - $172,256
-865 Reduced 83.66%
169 $33,000
Q2 2020

Aug 14, 2020
SELL
$104.62 - $153.09 $836 - $1,224
-8 Reduced 0.77%
1,034 $148,000
Q1 2020

May 15, 2020
SELL
$99.9 - $169.53 $267,032 - $453,153
-2,673 Reduced 71.95%
1,042 $119,000
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $544,098 - $619,216
3,715 New
3,715 $616,000
Q1 2019

May 14, 2019
SELL
$132.25 - $158.24 $2.95 Million - $3.53 Million
-22,321 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$125.88 - $166.33 $2.57 Million - $3.4 Million
20,420 Added 1074.17%
22,321 $2.99 Million
Q3 2018

Nov 14, 2018
BUY
$164.2 - $173.02 $312,144 - $328,911
1,901 New
1,901 $320,000

Others Institutions Holding IWM

# of Institutions
2,897
Shares Held
314M
Call Options Held
232M
Put Options Held
544M
View Full List

About ISHARES RUSSELL 2000 ETF

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