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

Punch & Associates Investment Management, Inc.

  • $1.68 Billion
  • Q4 2024

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 $22,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
190
Previous 275 30.91%
Holding current value
$22,558
Previous $33,000 30.3%
% 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
525
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Punch & Associates Investment Management, Inc. Portfolio

Follow Punch & Associates Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Punch & Associates Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Punch & Associates Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email