Appleton Partners Inc Ishares Russell 2000 ETF Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Appleton Partners Inc holds 19,865 shares of IWM stock, worth $3.99 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

19,865

Previous 21,524 7.71%

Holding current value

$3.99 Million

Previous $4.76 Million 7.7%

% of portfolio

0.32%

Previous 0.35%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $358,559 - $402,141	-1,659 Reduced 7.71%	19,865 $4.39 Million
Q3 2024 Oct 01, 2024	SELL	$200.87 - $224.6 $203,682 - $227,744	-1,014 Reduced 4.5%	21,524 $4.76 Million
Q2 2024 Jul 02, 2024	SELL	$192.84 - $209.44 $37,603 - $40,840	-195 Reduced 0.86%	22,538 $4.57 Million
Q1 2024 Apr 01, 2024	SELL	$189.48 - $210.3 $456,267 - $506,402	-2,408 Reduced 9.58%	22,733 $4.78 Million
Q4 2023 Jan 02, 2024	SELL	$162.21 - $204.82 $218,659 - $276,097	-1,348 Reduced 5.09%	25,141 $5.05 Million
Q3 2023 Oct 03, 2023	BUY	$174.36 - $198.71 $200,165 - $228,119	1,148 Added 4.53%	26,489 $4.68 Million
Q2 2023 Jul 10, 2023	SELL	$170.4 - $187.93 $164,947 - $181,916	-968 Reduced 3.68%	25,341 $4.75 Million
Q1 2023 Apr 10, 2023	BUY	$170.25 - $198.32 $3,064 - $3,569	18 Added 0.07%	26,309 $4.69 Million
Q4 2022 Jan 19, 2023	SELL	$166.81 - $188.05 $101,420 - $114,334	-608 Reduced 2.26%	26,291 $4.58 Million
Q3 2022 Oct 27, 2022	BUY	$164.17 - $201.07 $38,415 - $47,050	234 Added 0.88%	26,899 $4.44 Million
Q2 2022 Jul 08, 2022	SELL	$163.9 - $207.91 $61,626 - $78,174	-376 Reduced 1.39%	26,665 $4.52 Million
Q1 2022 Apr 05, 2022	SELL	$191.52 - $225.32 $145,938 - $171,693	-762 Reduced 2.74%	27,041 $5.55 Million
Q4 2021 Feb 03, 2022	BUY	$212.12 - $242.56 $31,181 - $35,656	147 Added 0.53%	27,803 $6.19 Million
Q3 2021 Oct 14, 2021	SELL	$211.73 - $231.39 $60,131 - $65,714	-284 Reduced 1.02%	27,656 $6.05 Million
Q2 2021 Jul 07, 2021	SELL	$211.85 - $232.89 $191,088 - $210,066	-902 Reduced 3.13%	27,940 $6.41 Million
Q1 2021 Apr 19, 2021	SELL	$193.5 - $234.42 $6,385 - $7,735	-33 Reduced 0.11%	28,842 $6.37 Million
Q4 2020 Jan 19, 2021	SELL	$152.18 - $199.14 $61,480 - $80,452	-404 Reduced 1.38%	28,875 $5.66 Million
Q3 2020 Oct 14, 2020	SELL	$139.07 - $158.46 $13,211 - $15,053	-95 Reduced 0.32%	29,279 $4.39 Million
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $413,667 - $605,317	-3,954 Reduced 11.86%	29,374 $4.21 Million
Q1 2020 May 04, 2020	SELL	$99.9 - $169.53 $150,249 - $254,973	-1,504 Reduced 4.32%	33,328 $3.82 Million
Q4 2019 Jan 13, 2020	SELL	$146.46 - $166.68 $261,138 - $297,190	-1,783 Reduced 4.87%	34,832 $5.77 Million
Q3 2019 Nov 04, 2019	SELL	$144.85 - $157.9 $111,969 - $122,056	-773 Reduced 2.07%	36,615 $5.54 Million
Q2 2019 Jul 25, 2019	SELL	$145.86 - $160.71 $7,293 - $8,035	-50 Reduced 0.13%	37,388 $5.81 Million
Q1 2019 Apr 17, 2019	BUY	$132.25 - $158.24 $84,111 - $100,640	636 Added 1.73%	37,438 $5.73 Million
Q4 2018 Jan 17, 2019	BUY	$125.88 - $166.33 $220,164 - $290,911	1,749 Added 4.99%	36,802 $4.93 Million
Q3 2018 Oct 09, 2018	BUY	$164.2 - $173.02 $26,928 - $28,375	164 Added 0.47%	35,053 $5.91 Million
Q2 2018 Aug 08, 2018	BUY	$148.13 - $169.97 $31,255 - $35,863	211 Added 0.61%	34,889 $5.71 Million
Q1 2018 Apr 11, 2018	BUY	$145.44 - $159.96 $41,595 - $45,748	286 Added 0.83%	34,678 $5.27 Million
Q4 2017 Jan 12, 2018	BUY	$145.63 - $154.3 $111,989 - $118,656	769 Added 2.29%	34,392 $5.24 Million
Q3 2017 Oct 12, 2017	BUY	$144.61 - $148.18 $4.86 Million - $4.98 Million	33,623	33,623 $4.98 Million

Others Institutions Holding IWM

# of Institutions

2,945

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

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About ISHARES RUSSELL 2000 ETF

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Appleton Partners Inc Ishares Russell 2000 ETF Transaction History