A detailed history of Appleton Partners Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Appleton Partners Inc holds 4,123 shares of IJR stock, worth $480,741. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,123
Previous 4,970 17.04%
Holding current value
$480,741
Previous $530,000 9.06%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 01, 2024

SELL
$105.53 - $118.34 $89,383 - $100,233
-847 Reduced 17.04%
4,123 $482,000
Q2 2024

Jul 02, 2024

BUY
$102.13 - $110.88 $3,472 - $3,769
34 Added 0.69%
4,970 $530,000
Q1 2024

Apr 01, 2024

SELL
$102.35 - $110.52 $1,125 - $1,215
-11 Reduced 0.22%
4,936 $545,000
Q4 2023

Jan 02, 2024

BUY
$87.61 - $110.11 $22,428 - $28,188
256 Added 5.46%
4,947 $535,000
Q3 2023

Oct 03, 2023

BUY
$92.9 - $105.16 $13,470 - $15,248
145 Added 3.19%
4,691 $443,000
Q2 2023

Jul 10, 2023

SELL
$91.14 - $99.81 $3,189 - $3,493
-35 Reduced 0.76%
4,546 $453,000
Q1 2023

Apr 10, 2023

BUY
$92.27 - $107.68 $2,860 - $3,338
31 Added 0.68%
4,581 $443,000
Q4 2022

Jan 19, 2023

BUY
$89.09 - $102.13 $4,009 - $4,595
45 Added 1.0%
4,550 $431,000
Q3 2022

Oct 27, 2022

BUY
$87.04 - $106.5 $31,769 - $38,872
365 Added 8.82%
4,505 $393,000
Q2 2022

Jul 08, 2022

BUY
$89.03 - $109.02 $73,805 - $90,377
829 Added 25.04%
4,140 $383,000
Q1 2022

Apr 05, 2022

SELL
$102.32 - $116.69 $28,547 - $32,556
-279 Reduced 7.77%
3,311 $357,000
Q4 2021

Feb 03, 2022

BUY
$108.26 - $120.32 $88,448 - $98,301
817 Added 29.46%
3,590 $411,000
Q2 2021

Jul 07, 2021

SELL
$106.38 - $116.3 $13,297 - $14,537
-125 Reduced 4.31%
2,773 $313,000
Q1 2021

Apr 19, 2021

SELL
$91.04 - $115.01 $18,572 - $23,462
-204 Reduced 6.58%
2,898 $315,000
Q4 2020

Jan 19, 2021

SELL
$71.23 - $92.42 $1,780 - $2,310
-25 Reduced 0.8%
3,102 $285,000
Q3 2020

Oct 14, 2020

BUY
$65.69 - $75.96 $9,853 - $11,393
150 Added 5.04%
3,127 $220,000
Q2 2020

Aug 14, 2020

BUY
$50.99 - $75.55 $151,797 - $224,912
2,977 New
2,977 $203,000
Q1 2020

May 04, 2020

SELL
$49.11 - $85.52 $146,200 - $254,593
-2,977 Closed
0 $0
Q3 2019

Nov 04, 2019

SELL
$73.61 - $80.67 $9,348 - $10,245
-127 Reduced 4.09%
2,977 $232,000
Q2 2019

Jul 25, 2019

SELL
$73.17 - $81.37 $7,756 - $8,625
-106 Reduced 3.3%
3,104 $243,000
Q4 2018

Jan 17, 2019

SELL
$65.14 - $85.94 $58,430 - $77,088
-897 Reduced 21.84%
3,210 $223,000
Q2 2018

Aug 08, 2018

BUY
$75.25 - $86.64 $73,444 - $84,560
976 Added 31.17%
4,107 $343,000
Q4 2017

Jan 12, 2018

BUY
$73.06 - $77.74 $803 - $855
11 Added 0.35%
3,131 $240,000
Q3 2017

Oct 12, 2017

BUY
$72.31 - $74.22 $225,607 - $231,566
3,120
3,120 $232,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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