Appleton Partners Inc Ishares Russell 2000 Gwt ETF Transaction History

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024

A detailed history of Appleton Partners Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Appleton Partners Inc holds 4,421 shares of IWO stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,421
Previous 4,421 -0.0%
Holding current value
$1.32 Million
Previous $1.26 Million 1.27%
% of portfolio
0.09%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$245.29 - $268.7 $13,245 - $14,509
-54 Reduced 1.21%
4,421 $1.16 Million
Q1 2024

Apr 01, 2024
SELL
$239.5 - $270.8 $95,800 - $108,320
-400 Reduced 8.21%
4,475 $1.21 Million
Q3 2023

Oct 03, 2023
BUY
$221.24 - $254.04 $355,311 - $407,988
1,606 Added 49.13%
4,875 $1.09 Million
Q2 2023

Jul 10, 2023
SELL
$219.8 - $242.66 $1,758 - $1,941
-8 Reduced 0.24%
3,269 $793,000
Q3 2022

Oct 27, 2022
BUY
$202.93 - $248.43 $26,177 - $32,047
129 Added 4.1%
3,277 $677,000
Q2 2022

Jul 08, 2022
SELL
$194.2 - $261.13 $19,420 - $26,113
-100 Reduced 3.08%
3,148 $649,000
Q1 2022

Apr 05, 2022
SELL
$234.1 - $296.68 $23,410 - $29,668
-100 Reduced 2.99%
3,248 $831,000
Q4 2021

Feb 03, 2022
BUY
$280.02 - $327.35 $1,120 - $1,309
4 Added 0.12%
3,348 $981,000
Q2 2021

Jul 07, 2021
SELL
$278.74 - $313.3 $11,149 - $12,532
-40 Reduced 1.18%
3,344 $1.04 Million
Q1 2021

Apr 19, 2021
SELL
$282.5 - $336.63 $16,950 - $20,197
-60 Reduced 1.74%
3,384 $1.02 Million
Q4 2020

Jan 19, 2021
SELL
$223.17 - $294.86 $5,579 - $7,371
-25 Reduced 0.72%
3,444 $987,000
Q2 2020

Aug 14, 2020
SELL
$145.61 - $213.67 $26,937 - $39,528
-185 Reduced 5.06%
3,469 $718,000
Q1 2020

May 04, 2020
SELL
$135.58 - $225.25 $13,558 - $22,525
-100 Reduced 2.66%
3,654 $578,000
Q3 2019

Nov 04, 2019
SELL
$189.94 - $205.08 $2,849 - $3,076
-15 Reduced 0.4%
3,754 $724,000
Q1 2019

Apr 17, 2019
BUY
$164.26 - $202.05 $135,514 - $166,691
825 Added 28.02%
3,769 $741,000
Q1 2018

Apr 11, 2018
SELL
$179.86 - $200.59 $73,742 - $82,241
-410 Reduced 12.22%
2,944 $561,000
Q3 2017

Oct 12, 2017
BUY
$173.97 - $178.96 $583,495 - $600,231
3,354
3,354 $600,000

Others Institutions Holding IWO

# of Institutions
1,094
Shares Held
33.4M
Call Options Held
179K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email