Appleton Partners Inc Ishares Russell Mid Cap Growth Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 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 5,876 shares of IWP stock, worth $646,360. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,876
Previous 6,026 2.49%
Holding current value
$646,360
Previous $688,000 5.81%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.31 - $89.88 $8,131 - $8,988
-100 Reduced 1.47%
6,724 $562,000
Q3 2022

Oct 27, 2022
BUY
N/A
101 Added 1.5%
6,824 $535,000
Q1 2022

Apr 05, 2022
SELL
N/A
-150 Reduced 2.18%
6,723 $676,000
Q4 2021

Feb 03, 2022
BUY
N/A
48 Added 0.7%
6,873 $792,000
Q3 2021

Oct 14, 2021
SELL
N/A
-225 Reduced 3.19%
6,825 $765,000
Q2 2021

Jul 07, 2021
SELL
N/A
-450 Reduced 6.0%
7,050 $798,000
Q1 2021

Apr 19, 2021
SELL
N/A
-200 Reduced 2.6%
7,500 $765,000
Q4 2020

Jan 19, 2021
BUY
N/A
3,736 Added 94.25%
7,700 $790,000
Q3 2020

Oct 14, 2020
SELL
N/A
-65 Reduced 1.61%
3,964 $685,000
Q2 2020

Aug 14, 2020
SELL
N/A
-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
1,070
Shares Held
104M
Call Options Held
63.5K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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