A detailed history of Appleton Partners Inc transactions in Ishares Tr stock. As of the latest transaction made, Appleton Partners Inc holds 4,817 shares of IEFA stock, worth $356,072. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,817
Previous 5,515 12.66%
Holding current value
$356,072
Previous $401,000 6.23%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 01, 2024

SELL
$70.09 - $78.74 $48,922 - $54,960
-698 Reduced 12.66%
4,817 $376,000
Q2 2024

Jul 02, 2024

SELL
$70.77 - $76.19 $11,040 - $11,885
-156 Reduced 2.75%
5,515 $401,000
Q1 2024

Apr 01, 2024

SELL
$68.14 - $74.43 $95,055 - $103,829
-1,395 Reduced 19.74%
5,671 $421,000
Q4 2023

Jan 02, 2024

BUY
$61.3 - $70.47 $32,182 - $36,996
525 Added 8.03%
7,066 $497,000
Q3 2023

Oct 03, 2023

SELL
$64.04 - $69.58 $5,251 - $5,705
-82 Reduced 1.24%
6,541 $421,000
Q2 2023

Jul 10, 2023

BUY
$66.03 - $69.1 $47,739 - $49,959
723 Added 12.25%
6,623 $447,000
Q1 2023

Apr 10, 2023

SELL
$62.17 - $67.7 $9,449 - $10,290
-152 Reduced 2.51%
5,900 $394,000
Q4 2022

Jan 19, 2023

SELL
$52.35 - $63.65 $27,012 - $32,843
-516 Reduced 7.86%
6,052 $373,000
Q3 2022

Oct 27, 2022

BUY
$52.32 - $63.1 $20,457 - $24,672
391 Added 6.33%
6,568 $346,000
Q2 2022

Jul 08, 2022

SELL
$57.91 - $70.46 $20,210 - $24,590
-349 Reduced 5.35%
6,177 $364,000
Q1 2022

Apr 05, 2022

SELL
$63.26 - $75.48 $3,416 - $4,075
-54 Reduced 0.82%
6,526 $454,000
Q4 2021

Feb 03, 2022

BUY
$72.36 - $77.76 $84,950 - $91,290
1,174 Added 21.72%
6,580 $491,000
Q3 2021

Oct 14, 2021

BUY
$72.98 - $78.2 $93,560 - $100,252
1,282 Added 31.09%
5,406 $401,000
Q1 2021

Apr 19, 2021

SELL
$68.58 - $73.12 $5,897 - $6,288
-86 Reduced 2.04%
4,124 $297,000
Q2 2020

Aug 14, 2020

SELL
$47.43 - $60.75 $23,715 - $30,375
-500 Reduced 10.62%
4,210 $241,000
Q1 2020

May 04, 2020

SELL
$43.31 - $66.12 $433 - $661
-10 Reduced 0.21%
4,710 $235,000
Q4 2019

Jan 13, 2020

SELL
$59.36 - $65.51 $2,671 - $2,947
-45 Reduced 0.94%
4,720 $308,000
Q3 2019

Nov 04, 2019

SELL
$57.44 - $62.42 $59,795 - $64,979
-1,041 Reduced 17.93%
4,765 $291,000
Q1 2019

Apr 17, 2019

BUY
$54.44 - $61.46 $17,965 - $20,281
330 Added 6.03%
5,806 $353,000
Q4 2018

Jan 17, 2019

SELL
$53.06 - $64.19 $31,836 - $38,514
-600 Reduced 9.87%
5,476 $301,000
Q3 2018

Oct 09, 2018

SELL
$61.82 - $65.16 $99,530 - $104,907
-1,610 Reduced 20.95%
6,076 $389,000
Q1 2018

Apr 11, 2018

BUY
$64.18 - $70.84 $43,321 - $47,817
675 Added 9.63%
7,686 $506,000
Q4 2017

Jan 12, 2018

SELL
$64.09 - $66.44 $9,869 - $10,231
-154 Reduced 2.15%
7,011 $463,000
Q3 2017

Oct 12, 2017

BUY
$62.19 - $64.17 $445,591 - $459,778
7,165
7,165 $460,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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