Appleton Partners Inc Ishares Russell Mid Cap Growth Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

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 $827,684. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,226

Previous 6,226 -0.0%

Holding current value

$827,684

Previous $789,000 7.35%

% of portfolio

0.06%

Previous 0.06%

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

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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Appleton Partners Inc Ishares Russell Mid Cap Growth Transaction History