Punch & Associates Investment Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Punch & Associates Investment Management, Inc.

  • $1.38 Billion
  • Q1 2025

A detailed history of Punch & Associates Investment Management, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 190 shares of SUSA stock, worth $23,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
190
Previous 190 -0.0%
Holding current value
$23,178
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$118.0 - $127.04 $10,030 - $10,798
-85 Reduced 30.91%
190 $23,000
Q3 2024

Nov 14, 2024
BUY
$108.44 - $120.37 $29,821 - $33,101
275 New
275 $33,000
Q4 2023

Feb 15, 2024
BUY
$85.36 - $100.86 $32,863 - $38,831
385 New
385 $38,000
Q2 2023

Aug 14, 2023
BUY
$85.65 - $93.64 $35,116 - $38,392
410 New
410 $38,000
Q2 2022

Aug 15, 2022
SELL
$78.1 - $97.98 $1,171 - $1,469
-15 Reduced 3.53%
410 $33,000
Q4 2021

Feb 15, 2022
SELL
$95.76 - $106.67 $32,175 - $35,841
-336 Reduced 44.15%
425 $45,000
Q2 2021

Aug 16, 2021
SELL
$88.83 - $95.54 $31,534 - $33,916
-355 Reduced 31.81%
761 $73,000
Q1 2021

May 18, 2021
SELL
$81.34 - $87.82 $26,760 - $28,892
-329 Reduced 22.77%
1,116 $98,000
Q4 2020

Feb 16, 2021
BUY
$72.19 - $82.34 $47,067 - $53,685
652 Added 82.22%
1,445 $119,000
Q3 2020

Nov 16, 2020
SELL
$67.13 - $78.5 $27,187 - $31,792
-405 Reduced 33.81%
793 $117,000
Q4 2019

Feb 14, 2020
BUY
$59.6 - $67.25 $71,400 - $80,565
1,198 New
1,198 $160,000

Others Institutions Holding SUSA

# of Institutions
520
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
View Full List

About ISHARES TR MSCI USA ESG SELECT

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