A detailed history of Paul Damon & Associates, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 14,891 shares of IWL stock, worth $2.02 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
14,891
Previous 19,663 24.27%
Holding current value
$2.02 Million
Previous $2.26 Billion 16.35%
% of portfolio
1.32%
Previous 1.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$113.2 - $127.12 $540,190 - $606,616
-4,772 Reduced 24.27%
14,891 $1.89 Billion
Q3 2023

Oct 25, 2023

SELL
$103.05 - $110.14 $206 - $220
-2 Reduced 0.01%
19,663 $2.03 Billion
Q2 2023

Jul 24, 2023

SELL
$96.37 - $106.64 $16,190 - $17,915
-168 Reduced 0.85%
19,665 $2.1 Billion
Q1 2023

May 15, 2023

SELL
$89.07 - $98.04 $2.72 Million - $3 Million
-30,587 Reduced 60.66%
19,833 $1.93 Billion
Q4 2022

Feb 07, 2023

BUY
$88.08 - $96.02 $4.44 Million - $4.84 Million
50,420 New
50,420 $4.54 Billion

Others Institutions Holding IWL

About ISHARES TR RUSSELL 200 ETF


  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Paul Damon & Associates, Inc. Portfolio

Follow Paul Damon & Associates, 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 Paul Damon & Associates, Inc., based on Form 13F filings with the SEC.

News

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