A detailed history of Appleton Partners Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Appleton Partners Inc holds 5,171 shares of ESGD stock, worth $409,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,171
Previous 5,231 1.15%
Holding current value
$409,698
Previous $412,000 5.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 01, 2024

SELL
$75.63 - $84.89 $4,537 - $5,093
-60 Reduced 1.15%
5,171 $435,000
Q2 2024

Jul 02, 2024

SELL
$76.22 - $82.36 $17,911 - $19,354
-235 Reduced 4.3%
5,231 $412,000
Q1 2024

Apr 01, 2024

BUY
$73.39 - $80.18 $23,117 - $25,256
315 Added 6.12%
5,466 $437,000
Q4 2023

Jan 02, 2024

BUY
$65.9 - $75.7 $3,954 - $4,542
60 Added 1.18%
5,151 $389,000
Q2 2023

Jul 10, 2023

SELL
$70.97 - $74.19 $57,414 - $60,019
-809 Reduced 13.71%
5,091 $371,000
Q1 2023

Apr 10, 2023

BUY
$66.27 - $72.39 $12,591 - $13,754
190 Added 3.33%
5,900 $424,000
Q4 2022

Jan 19, 2023

SELL
$55.83 - $67.96 $18,144 - $22,086
-325 Reduced 5.39%
5,710 $375,000
Q3 2022

Oct 27, 2022

SELL
$55.75 - $67.2 $18,955 - $22,848
-340 Reduced 5.33%
6,035 $339,000
Q2 2022

Jul 08, 2022

SELL
$61.64 - $74.67 $58,064 - $70,339
-942 Reduced 12.87%
6,375 $400,000
Q1 2022

Apr 05, 2022

BUY
$67.21 - $80.45 $5,376 - $6,436
80 Added 1.11%
7,317 $540,000
Q4 2021

Feb 03, 2022

BUY
$76.64 - $82.32 $118,945 - $127,760
1,552 Added 27.3%
7,237 $575,000
Q3 2021

Oct 14, 2021

BUY
$77.09 - $82.48 $143,001 - $153,000
1,855 Added 48.43%
5,685 $446,000
Q2 2021

Jul 07, 2021

BUY
$76.82 - $82.21 $13,827 - $14,797
180 Added 4.93%
3,830 $303,000
Q1 2021

Apr 19, 2021

BUY
$72.34 - $76.86 $39,569 - $42,042
547 Added 17.63%
3,650 $277,000
Q4 2020

Jan 19, 2021

BUY
$61.15 - $73.67 $189,748 - $228,598
3,103 New
3,103 $227,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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