Paul Damon & Associates, Inc. Ishares Tr Russell 200 Growth Transaction History

Paul Damon & Associates, Inc.

$147 Billion
Q2 2024

A detailed history of Paul Damon & Associates, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 59,823 shares of IWY stock, worth $13.2 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares

59,823

Previous 60,967 1.88%

Holding current value

$13.2 Million

Previous $11.9 Billion 7.89%

% of portfolio

8.75%

Previous 8.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$183.56 - $216.15 $209,992 - $247,275	-1,144 Reduced 1.88%	59,823 $12.8 Billion
Q1 2024 Apr 22, 2024	BUY	$170.38 - $196.82 $183,840 - $212,368	1,079 Added 1.8%	60,967 $11.9 Billion
Q4 2023 Jan 31, 2024	SELL	$149.01 - $175.92 $450,904 - $532,333	-3,026 Reduced 4.81%	59,888 $10.5 Billion
Q3 2023 Oct 25, 2023	SELL	$152.69 - $164.44 $57,564 - $61,993	-377 Reduced 0.6%	62,914 $9.68 Billion
Q2 2023 Jul 24, 2023	BUY	$136.24 - $158.56 $268,801 - $312,838	1,973 Added 3.22%	63,291 $10 Billion
Q1 2023 May 15, 2023	BUY	$117.74 - $138.93 $3.79 Million - $4.47 Million	32,176 Added 110.41%	61,318 $8.52 Billion
Q4 2022 Feb 07, 2023	BUY	$117.55 - $131.34 $3.43 Million - $3.83 Million	29,142 New	29,142 $3.51 Billion

Others Institutions Holding IWY

# of Institutions

514

Shares Held

52.7M

Call Options Held

Put Options Held

700

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Paul Damon & Associates, Inc. with notifications on news.

Account

Paul Damon & Associates, Inc. Ishares Tr Russell 200 Growth Transaction History