Appleton Partners Inc Ishares Core S&P U.S. Value Et Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Appleton Partners Inc holds 3,212 shares of IUSV stock, worth $301,895. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,212
Previous 3,862 16.83%
Holding current value
$301,895
Previous $340,000 9.71%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 01, 2024
SELL
$87.56 - $95.49 $56,914 - $62,068
-650 Reduced 16.83%
3,212 $307,000
Q2 2024

Jul 02, 2024
SELL
$85.39 - $90.42 $17,931 - $18,988
-210 Reduced 5.16%
3,862 $340,000
Q4 2023

Jan 02, 2024
BUY
$71.48 - $84.61 $44,675 - $52,881
625 Added 18.13%
4,072 $343,000
Q3 2022

Oct 27, 2022
SELL
$62.61 - $73.64 $9,391 - $11,046
-150 Reduced 4.17%
3,447 $216,000
Q1 2021

Apr 19, 2021
SELL
$61.28 - $69.6 $9,192 - $10,440
-150 Reduced 4.0%
3,597 $248,000
Q4 2020

Jan 19, 2021
SELL
$53.17 - $62.19 $11,963 - $13,992
-225 Reduced 5.66%
3,747 $233,000
Q2 2020

Aug 14, 2020
BUY
$44.04 - $57.88 $174,926 - $229,899
3,972 New
3,972 $207,000
Q1 2020

May 04, 2020
SELL
$39.87 - $63.83 $209,317 - $335,107
-5,250 Closed
0 $0
Q3 2019

Nov 04, 2019
SELL
$54.3 - $58.65 $24,435 - $26,392
-450 Reduced 7.89%
5,250 $303,000
Q1 2019

Apr 17, 2019
SELL
$48.21 - $55.66 $28,926 - $33,396
-600 Reduced 9.52%
5,700 $313,000
Q2 2018

Aug 08, 2018
SELL
$51.95 - $55.12 $779 - $826
-15 Reduced 0.24%
6,300 $338,000
Q1 2018

Apr 11, 2018
SELL
$51.81 - $58.63 $8,548 - $9,673
-165 Reduced 2.55%
6,315 $335,000
Q4 2017

Jan 12, 2018
SELL
$52.55 - $55.6 $4,729 - $5,004
-90 Reduced 1.37%
6,480 $359,000
Q3 2017

Oct 12, 2017
BUY
$52.0 - $52.35 $341,640 - $343,939
6,570
6,570 $344,000

Others Institutions Holding IUSV

# of Institutions
728
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email