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

Punch & Associates Investment Management, Inc.

  • $1.62 Billion
  • Q2 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 2,674 shares of IWV stock, worth $870,654. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,674
Previous 2,221 20.4%
Holding current value
$870,654
Previous $666,000 23.87%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
833
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
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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