Appleton Partners Inc Ishares Russell Mid Cap Growth Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Appleton Partners Inc holds 6,226 shares of IWP stock, worth $837,459. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,226

Previous 5,876 5.96%

Holding current value

$837,459

Previous $648,000 12.65%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	BUY	$103.87 - $117.59 $36,354 - $41,156	350 Added 5.96%	6,226 $730,000
Q2 2024 Jul 02, 2024	SELL	$105.7 - $113.43 $15,855 - $17,014	-150 Reduced 2.49%	5,876 $648,000
Q1 2024 Apr 01, 2024	SELL	$100.66 - $114.14 $10,066 - $11,414	-100 Reduced 1.63%	6,026 $688,000
Q3 2023 Oct 03, 2023	SELL	$89.97 - $100.32 $4,318 - $4,815	-48 Reduced 0.78%	6,126 $560,000
Q1 2023 Apr 10, 2023	SELL	$82.89 - $94.68 $45,589 - $52,074	-550 Reduced 8.18%	6,174 $562,000
Q4 2022 Jan 19, 2023	SELL	$77.4 - $89.88 $7,740 - $8,988	-100 Reduced 1.47%	6,724 $562,000
Q3 2022 Oct 27, 2022	BUY	$78.02 - $94.38 $7,880 - $9,532	101 Added 1.5%	6,824 $535,000
Q1 2022 Apr 05, 2022	SELL	$89.52 - $114.03 $13,428 - $17,104	-150 Reduced 2.18%	6,723 $676,000
Q4 2021 Feb 03, 2022	BUY	$109.8 - $123.28 $5,270 - $5,917	48 Added 0.7%	6,873 $792,000
Q3 2021 Oct 14, 2021	SELL	$109.39 - $119.47 $24,612 - $26,880	-225 Reduced 3.19%	6,825 $765,000
Q2 2021 Jul 07, 2021	SELL	$99.98 - $113.73 $44,991 - $51,178	-450 Reduced 6.0%	7,050 $798,000
Q1 2021 Apr 19, 2021	SELL	$96.94 - $112.05 $19,388 - $22,410	-200 Reduced 2.6%	7,500 $765,000
Q4 2020 Jan 19, 2021	BUY	$86.54 - $104.78 $323,313 - $391,458	3,736 Added 94.25%	7,700 $790,000
Q3 2020 Oct 14, 2020	SELL	$79.56 - $90.13 $5,171 - $5,858	-65 Reduced 1.61%	3,964 $685,000
Q2 2020 Aug 14, 2020	SELL	$57.59 - $81.27 $6,334 - $8,939	-110 Reduced 2.66%	4,029 $637,000
Q2 2019 Jul 25, 2019	SELL	N/A	-75 Reduced 1.78%	4,139 $590,000
Q1 2018 Apr 11, 2018	SELL	N/A	-675 Reduced 13.81%	4,214 $518,000
Q3 2017 Oct 12, 2017	BUY	N/A	4,889	4,889 $553,000

Others Institutions Holding IWP

# of Institutions

1,103

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

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.

Account

Appleton Partners Inc Ishares Russell Mid Cap Growth Transaction History