Appleton Partners Inc Ishares Russell Midcap Value E Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Appleton Partners Inc holds 2,447 shares of IWS stock, worth $319,284. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,447
Previous 2,522 2.97%
Holding current value
$319,284
Previous $305,000 6.23%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
SELL
$119.52 - $132.25 $8,964 - $9,918
-75 Reduced 2.97%
2,447 $324,000
Q2 2024

Jul 02, 2024
BUY
$117.31 - $125.13 $5,982 - $6,381
51 Added 2.06%
2,522 $305,000
Q1 2024

Apr 01, 2024
SELL
$112.43 - $125.33 $17,539 - $19,551
-156 Reduced 5.94%
2,471 $310,000
Q3 2022

Oct 27, 2022
BUY
$96.05 - $115.74 $35,922 - $43,286
374 Added 16.6%
2,627 $252,000
Q4 2021

Feb 03, 2022
BUY
$114.04 - $122.75 $12,316 - $13,257
108 Added 5.03%
2,253 $276,000
Q3 2021

Oct 14, 2021
SELL
$110.67 - $119.04 $33,201 - $35,712
-300 Reduced 12.27%
2,145 $243,000
Q4 2020

Jan 19, 2021
BUY
$80.93 - $96.96 $197,873 - $237,067
2,445 New
2,445 $237,000
Q1 2020

May 04, 2020
SELL
$54.38 - $96.81 $169,665 - $302,047
-3,120 Closed
0 $0
Q2 2019

Jul 25, 2019
SELL
$83.93 - $89.74 $2,098 - $2,243
-25 Reduced 0.79%
3,120 $278,000
Q2 2018

Aug 08, 2018
SELL
$84.61 - $90.01 $15,399 - $16,381
-182 Reduced 5.47%
3,145 $278,000
Q1 2018

Apr 11, 2018
SELL
$83.92 - $92.83 $46,995 - $51,984
-560 Reduced 14.41%
3,327 $288,000
Q3 2017

Oct 12, 2017
BUY
$84.38 - $84.93 $327,985 - $330,122
3,887
3,887 $330,000

Others Institutions Holding IWS

# of Institutions
925
Shares Held
94.8M
Call Options Held
43.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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