Appleton Partners Inc Ishares Trust Ishares Esg Awar Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

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 4,506 shares of ESGD stock, worth $399,231. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,506

Previous 5,171 12.86%

Holding current value

$399,231

Previous $394,000 6.6%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$75.32 - $84.77 $50,087 - $56,372	-665 Reduced 12.86%	4,506 $368,000
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

# of Institutions

675

Shares Held

96.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Appleton Partners Inc Ishares Trust Ishares Esg Awar Transaction History