Appleton Partners Inc Ishares Barclays 1 3 Year Trea Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 02, 2024	BUY	$80.62 - $82.04 $27,733 - $28,221	344 Added 10.83%	3,521 $289,000
Q3 2023 Oct 03, 2023	SELL	$80.71 - $81.38 $8,555 - $8,626	-106 Reduced 3.23%	3,177 $257,000
Q2 2023 Jul 10, 2023	SELL	$81.05 - $82.41 $29,096 - $29,585	-359 Reduced 9.86%	3,283 $266,000
Q4 2022 Jan 19, 2023	BUY	$80.6 - $81.52 $40,703 - $41,167	505 Added 16.1%	3,642 $296,000
Q3 2022 Oct 27, 2022	BUY	$81.04 - $83.06 $55,431 - $56,813	684 Added 27.88%	3,137 $255,000
Q2 2022 Jul 08, 2022	SELL	$81.97 - $83.48 $101,150 - $103,014	-1,234 Reduced 33.47%	2,453 $203,000
Q1 2022 Apr 05, 2022	SELL	$83.25 - $85.49 $4,162 - $4,274	-50 Reduced 1.34%	3,687 $307,000
Q2 2021 Jul 07, 2021	SELL	$86.11 - $86.32 $11,883 - $11,912	-138 Reduced 3.56%	3,737 $322,000
Q1 2021 Apr 19, 2021	SELL	$86.21 - $86.4 $35,604 - $35,683	-413 Reduced 9.63%	3,875 $334,000
Q4 2020 Jan 19, 2021	BUY	$86.32 - $86.46 $14,674 - $14,698	170 Added 4.13%	4,288 $370,000
Q3 2020 Oct 14, 2020	SELL	$86.46 - $86.63 $169,634 - $169,968	-1,962 Reduced 32.27%	4,118 $356,000
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $137,589 - $138,098	1,591 Added 35.44%	6,080 $527,000
Q1 2020 May 04, 2020	BUY	$84.67 - $86.69 $151,982 - $155,608	1,795 Added 66.63%	4,489 $389,000
Q4 2019 Jan 13, 2020	SELL	$84.51 - $85.05 $253 - $255	-3 Reduced 0.11%	2,694 $228,000
Q1 2019 Apr 17, 2019	SELL	$83.51 - $84.18 $1,503 - $1,515	-18 Reduced 0.66%	2,697 $227,000
Q4 2018 Jan 17, 2019	SELL	$82.85 - $83.62 $414 - $418	-5 Reduced 0.18%	2,715 $227,000
Q3 2018 Oct 09, 2018	SELL	$83.02 - $83.34 $721,858 - $724,641	-8,695 Reduced 76.17%	2,720 $226,000
Q2 2018 Aug 08, 2018	SELL	$83.11 - $83.6 $9,973 - $10,032	-120 Reduced 1.04%	11,415 $952,000
Q3 2017 Oct 12, 2017	BUY	$84.45 - $84.47 $974,130 - $974,361	11,535	11,535 $974,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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