Appleton Partners Inc Ishares Russell 3000 ETF Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 08, 2022	SELL	$210.65 - $265.31 $8,426 - $10,612	-40 Reduced 2.96%	1,310 $285,000
Q4 2021 Feb 03, 2022	BUY	$254.66 - $279.11 $63,665 - $69,777	250 Added 22.73%	1,350 $375,000
Q3 2021 Oct 14, 2021	SELL	$251.89 - $269.0 $25,189 - $26,900	-100 Reduced 8.33%	1,100 $280,000
Q2 2021 Jul 07, 2021	SELL	$240.32 - $256.01 $24,032 - $25,601	-100 Reduced 7.69%	1,200 $307,000
Q4 2020 Jan 19, 2021	SELL	$191.94 - $223.55 $19,194 - $22,355	-100 Reduced 7.14%	1,300 $291,000
Q1 2020 May 04, 2020	SELL	$128.35 - $198.13 $28,622 - $44,182	-223 Reduced 13.74%	1,400 $208,000
Q3 2019 Nov 04, 2019	SELL	$172.91 - $176.69 $11,239 - $11,484	-65 Reduced 3.85%	1,623 $282,000
Q1 2019 Apr 17, 2019	BUY	N/A	1,688 New	1,688 $281,000

Others Institutions Holding IWV

# of Institutions

852

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

3K

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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