Appleton Partners Inc Ishares Russell 2000 Gwt ETF Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

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 4,416 shares of IWO stock, worth $1.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,416

Previous 4,421 0.11%

Holding current value

$1.3 Million

Previous $1.13 Million 11.68%

% of portfolio

0.09%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$224.16 - $285.86 $1,120 - $1,429	-5 Reduced 0.11%	4,416 $1.26 Million
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

1,095

Shares Held

33M

Call Options Held

40.4K

Put Options Held

33.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Appleton Partners Inc Ishares Russell 2000 Gwt ETF Transaction History