Appleton Partners Inc Ishares Russell Midcap Value E Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Appleton Partners Inc holds 2,447 shares of IWS stock, worth $339,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,447
Previous 2,522 2.97%
Holding current value
$339,227
Previous $305,000 6.23%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
SELL
$119.52 - $132.25 $8,964 - $9,918
-75 Reduced 2.97%
2,447 $324,000
Q2 2024

Jul 02, 2024
BUY
$117.31 - $125.13 $5,982 - $6,381
51 Added 2.06%
2,522 $305,000
Q1 2024

Apr 01, 2024
SELL
$112.43 - $125.33 $17,539 - $19,551
-156 Reduced 5.94%
2,471 $310,000
Q3 2022

Oct 27, 2022
BUY
$96.05 - $115.74 $35,922 - $43,286
374 Added 16.6%
2,627 $252,000
Q4 2021

Feb 03, 2022
BUY
$114.04 - $122.75 $12,316 - $13,257
108 Added 5.03%
2,253 $276,000
Q3 2021

Oct 14, 2021
SELL
$110.67 - $119.04 $33,201 - $35,712
-300 Reduced 12.27%
2,145 $243,000
Q4 2020

Jan 19, 2021
BUY
$80.93 - $96.96 $197,873 - $237,067
2,445 New
2,445 $237,000
Q1 2020

May 04, 2020
SELL
$54.38 - $96.81 $169,665 - $302,047
-3,120 Closed
0 $0
Q2 2019

Jul 25, 2019
SELL
$83.93 - $89.74 $2,098 - $2,243
-25 Reduced 0.79%
3,120 $278,000
Q2 2018

Aug 08, 2018
SELL
$84.61 - $90.01 $15,399 - $16,381
-182 Reduced 5.47%
3,145 $278,000
Q1 2018

Apr 11, 2018
SELL
$83.92 - $92.83 $46,995 - $51,984
-560 Reduced 14.41%
3,327 $288,000
Q3 2017

Oct 12, 2017
BUY
$84.38 - $84.93 $327,985 - $330,122
3,887
3,887 $330,000

Others Institutions Holding IWS

# of Institutions
939
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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