Punch & Associates Investment Management, Inc. Ishares Russell2000 Val ETF Call Options Transaction History

Punch & Associates Investment Management, Inc.

$1.62 Billion
Q2 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$125.51 - $158.2 $2,008 - $2,531	16 New	16 $2,000

Others Institutions Holding IWN

# of Institutions

998

Shares Held

59.4M

Call Options Held

280K

Put Options Held

140K

Bank Of America Corp Charlotte, NC

6.67M
Shares

$1.1 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.91M
Shares

$810 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.63M
Shares

$434 Million
1.24% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$412 Million
1.27% of portfolio
Jones Financial Companies Lllp

2.48M
Shares

$408 Million
0.44% of portfolio

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