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

Paul Damon & Associates, Inc.

$166 Billion
Q4 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 59,860 shares of IWY stock, worth $14.3 Million. This represents 8.5% of its overall portfolio holdings.

Number of Shares

59,860

Previous 60,220 0.6%

Holding current value

$14.3 Million

Previous $13.3 Billion 6.28%

% of portfolio

8.5%

Previous 8.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$216.72 - $244.71 $78,019 - $88,095	-360 Reduced 0.6%	59,860 $14.1 Billion
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $77,280 - $89,710	397 Added 0.66%	60,220 $13.3 Billion
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

559

Shares Held

51.6M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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