Punch & Associates Investment Management, Inc. Ishares Core S&P Total U.S. St Call Options Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$90.04 - $105.69 $175,578 - $206,095	1,950 New	1,950 $205,000

Others Institutions Holding ITOT

# of Institutions

1,431

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.32 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.48 Billion
0.13% of portfolio
Life Planning Partners, Inc

24M
Shares

$3.19 Billion
22.76% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.61 Billion
3.66% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.39 Billion
0.1% of portfolio

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

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.

Account