Punch & Associates Investment Management, Inc. Ishares Tr Us Telecommunicatio Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$28.69 - $33.15 $3.42 Million - $3.95 Million	-119,243 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$30.27 - $33.17 $3.61 Million - $3.96 Million	119,243 New	119,243 $3.92 Million

Others Institutions Holding IYZ

# of Institutions

117

Shares Held

7.77M

Call Options Held

60.4K

Put Options Held

Morgan Stanley New York, NY

1.68M
Shares

$45.8 Million
0.0% of portfolio
Citigroup Inc

1.17M
Shares

$31.9 Million
0.02% of portfolio
Barclays PLC London, X0

500K
Shares

$13.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

410K
Shares

$11.2 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

389K
Shares

$10.6 Million
0.1% of portfolio

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About ISHARES TR US TELECOMMUNICATIO

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