Appleton Partners Inc Ishares Russell 2000 Gwt ETF Transaction History

Appleton Partners Inc

  • $1.49 Billion
  • Q3 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 4,639 shares of IWO stock, worth $1.45 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,639
Previous 4,416 5.05%
Holding current value
$1.45 Million
Previous $1.26 Million 17.67%
% of portfolio
0.1%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$284.45 - $324.95 $63,432 - $72,463
223 Added 5.05%
4,639 $1.49 Million
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
1,150
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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