Punch & Associates Investment Management, Inc. Ishares Russell 3000 ETF Transaction History

Punch & Associates Investment Management, Inc.

  • $1.68 Billion
  • Q3 2024

A detailed history of Punch & Associates Investment Management, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 3,787 shares of IWV stock, worth $1.26 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,787
Previous 2,674 41.62%
Holding current value
$1.26 Million
Previous $825,000 49.94%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $328,056 - $363,650
1,113 Added 41.62%
3,787 $1.24 Million
Q2 2024

Aug 14, 2024
BUY
$283.16 - $309.9 $128,271 - $140,384
453 Added 20.4%
2,674 $825,000
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $102,781 - $114,930
383 Added 20.84%
2,221 $666,000
Q4 2023

Feb 15, 2024
BUY
$234.36 - $274.87 $430,753 - $505,211
1,838 New
1,838 $503,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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