A detailed history of Appleton Partners Inc transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Appleton Partners Inc holds 75,699 shares of IBB stock, worth $10.8 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
75,699
Previous 73,667 2.76%
Holding current value
$10.8 Million
Previous $10.1 Million 9.0%
% of portfolio
0.81%
Previous 0.78%

Shares

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

Oct 01, 2024

BUY
$135.09 - $149.47 $274,502 - $303,723
2,032 Added 2.76%
75,699 $11 Million
Q2 2024

Jul 02, 2024

BUY
$124.64 - $139.96 $91,610 - $102,870
735 Added 1.01%
73,667 $10.1 Million
Q1 2024

Apr 01, 2024

BUY
$132.3 - $140.89 $115,101 - $122,574
870 Added 1.21%
72,932 $10 Million
Q4 2023

Jan 02, 2024

BUY
$112.41 - $137.03 $240,107 - $292,696
2,136 Added 3.05%
72,062 $9.79 Million
Q3 2023

Oct 03, 2023

BUY
$122.27 - $131.47 $649,009 - $697,842
5,308 Added 8.21%
69,926 $8.55 Million
Q2 2023

Jul 10, 2023

BUY
$125.53 - $133.58 $284,199 - $302,425
2,264 Added 3.63%
64,618 $8.2 Million
Q1 2023

Apr 10, 2023

BUY
$121.97 - $137.23 $585,821 - $659,115
4,803 Added 8.35%
62,354 $8.05 Million
Q4 2022

Jan 19, 2023

BUY
$117.58 - $138.43 $73,722 - $86,795
627 Added 1.1%
57,551 $7.56 Million
Q3 2022

Oct 27, 2022

SELL
$113.42 - $134.82 $143,703 - $170,816
-1,267 Reduced 2.18%
56,924 $6.66 Million
Q2 2022

Jul 08, 2022

SELL
$105.82 - $134.76 $286,772 - $365,199
-2,710 Reduced 4.45%
58,191 $6.85 Million
Q1 2022

Apr 05, 2022

SELL
$119.6 - $152.37 $146,749 - $186,957
-1,227 Reduced 1.97%
60,901 $7.94 Million
Q4 2021

Feb 03, 2022

BUY
$145.27 - $164.78 $123,915 - $140,557
853 Added 1.39%
62,128 $9.48 Million
Q3 2021

Oct 14, 2021

BUY
$158.89 - $176.21 $248,821 - $275,944
1,566 Added 2.62%
61,275 $9.91 Million
Q2 2021

Jul 07, 2021

BUY
$146.13 - $163.65 $687,687 - $770,136
4,706 Added 8.56%
59,709 $9.77 Million
Q1 2021

Apr 19, 2021

BUY
$146.68 - $172.6 $595,374 - $700,583
4,059 Added 7.97%
55,003 $8.28 Million
Q4 2020

Jan 19, 2021

BUY
$130.38 - $157.31 $42,112 - $50,811
323 Added 0.64%
50,944 $7.72 Million
Q3 2020

Oct 14, 2020

SELL
$126.88 - $145.8 $18,651 - $21,432
-147 Reduced 0.29%
50,621 $6.86 Million
Q2 2020

Aug 14, 2020

SELL
$103.79 - $138.65 $88,013 - $117,575
-848 Reduced 1.64%
50,768 $6.94 Million
Q1 2020

May 04, 2020

SELL
$94.39 - $123.48 $108,170 - $141,508
-1,146 Reduced 2.17%
51,616 $5.56 Million
Q4 2019

Jan 13, 2020

SELL
$97.24 - $123.5 $62,233 - $79,040
-640 Reduced 1.2%
52,762 $6.36 Million
Q3 2019

Nov 04, 2019

SELL
$99.3 - $105.55 $90,561 - $96,261
-912 Reduced 1.68%
53,402 $5.31 Million
Q2 2019

Jul 25, 2019

BUY
N/A
220 Added 0.41%
54,314 $5.93 Million
Q1 2019

Apr 17, 2019

BUY
N/A
365 Added 0.68%
54,094 $6.05 Million
Q4 2018

Jan 17, 2019

SELL
N/A
-405 Reduced 0.75%
53,729 $5.18 Million
Q3 2018

Oct 09, 2018

SELL
N/A
-700 Reduced 1.28%
54,134 $6.6 Million
Q2 2018

Aug 08, 2018

BUY
N/A
690 Added 1.27%
54,834 $6.02 Million
Q1 2018

Apr 11, 2018

BUY
N/A
515 Added 0.96%
54,144 $5.78 Million
Q4 2017

Jan 12, 2018

BUY
N/A
35,888 Added 202.29%
53,629 $5.73 Million
Q3 2017

Oct 12, 2017

BUY
N/A
17,741
17,741 $5.92 Million

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.