Richard W. Paul & Associates, LLC Ishares Tr Russell 200 Growth Transaction History

Richard W. Paul & Associates, LLC

  • $251 Billion
  • Q1 2024

A detailed history of Richard W. Paul & Associates, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 1,651 shares of IWY stock, worth $363,913. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,651
Previous 2,288 27.84%
Holding current value
$363,913
Previous $401 Million 19.65%
% of portfolio
0.13%
Previous 0.17%

Shares

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

May 14, 2024
SELL
$170.38 - $196.82 $108,532 - $125,374
-637 Reduced 27.84%
1,651 $322 Million
Q4 2023

Jan 23, 2024
SELL
$149.01 - $175.92 $68,693 - $81,099
-461 Reduced 16.77%
2,288 $401 Million
Q3 2023

Oct 12, 2023
SELL
$152.69 - $164.44 $43,363 - $46,700
-284 Reduced 9.36%
2,749 $423 Million
Q2 2023

Jul 25, 2023
SELL
$136.24 - $158.56 $25,613 - $29,809
-188 Reduced 5.84%
3,033 $481 Million
Q1 2023

Apr 24, 2023
SELL
$117.74 - $138.93 $2,590 - $3,056
-22 Reduced 0.68%
3,221 $448 Million
Q4 2022

Feb 07, 2023
BUY
$117.64 - $131.34 $381,506 - $425,935
3,243 New
3,243 $391 Million

Others Institutions Holding IWY

# of Institutions
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
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