Appleton Partners Inc Ishares Core S&P Mid Cap ETF Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Appleton Partners Inc holds 16,882 shares of IJH stock, worth $982,701. This represents 0.08% of its overall portfolio holdings.

Number of Shares

16,882

Previous 17,022 0.82%

Holding current value

$982,701

Previous $1.06 Million 0.85%

% of portfolio

0.08%

Previous 0.08%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$61.68 - $67.87 $8,635 - $9,501	-140 Reduced 0.82%	16,882 $1.05 Million
Q3 2024 Oct 01, 2024	SELL	$57.32 - $62.65 $23,558 - $25,749	-411 Reduced 2.36%	17,022 $1.06 Million
Q1 2024 Apr 01, 2024	BUY	$56.98 - $284.98 $794,073 - $3.97 Million	13,936 Added 398.51%	17,433 $1.06 Million
Q4 2023 Jan 02, 2024	BUY	$232.04 - $279.85 $67,059 - $80,876	289 Added 9.01%	3,497 $969,000
Q3 2023 Oct 03, 2023	BUY	$246.15 - $272.4 $28,061 - $31,053	114 Added 3.68%	3,208 $800,000
Q2 2023 Jul 10, 2023	SELL	$240.22 - $261.48 $35,792 - $38,960	-149 Reduced 4.59%	3,094 $809,000
Q1 2023 Apr 10, 2023	SELL	$237.25 - $271.72 $18,031 - $20,650	-76 Reduced 2.29%	3,243 $811,000
Q4 2022 Jan 19, 2023	SELL	$44.74 - $257.0 $492 - $2,827	-11 Reduced 0.33%	3,319 $803,000
Q3 2022 Oct 27, 2022	BUY	$43.85 - $263.28 $7,717 - $46,337	176 Added 5.58%	3,330 $730,000
Q2 2022 Jul 08, 2022	BUY	$219.07 - $270.08 $19,059 - $23,496	87 Added 2.84%	3,154 $714,000
Q1 2022 Apr 05, 2022	BUY	$251.21 - $285.37 $11,555 - $13,127	46 Added 1.52%	3,067 $823,000
Q4 2021 Feb 03, 2022	BUY	$265.81 - $290.54 $86,388 - $94,425	325 Added 12.05%	3,021 $855,000
Q3 2021 Oct 14, 2021	BUY	$256.44 - $277.04 $512 - $554	2 Added 0.07%	2,696 $709,000
Q2 2021 Jul 07, 2021	BUY	$260.21 - $276.38 $1,301 - $1,381	5 Added 0.19%	2,694 $724,000
Q1 2021 Apr 19, 2021	SELL	$226.3 - $267.93 $11,315 - $13,396	-50 Reduced 1.83%	2,689 $700,000
Q4 2020 Jan 19, 2021	SELL	$187.77 - $230.69 $7,510 - $9,227	-40 Reduced 1.44%	2,739 $630,000
Q3 2020 Oct 14, 2020	SELL	$174.43 - $196.49 $8,721 - $9,824	-50 Reduced 1.77%	2,779 $515,000
Q2 2020 Aug 14, 2020	SELL	$133.18 - $194.42 $169,538 - $247,496	-1,273 Reduced 31.03%	2,829 $503,000
Q1 2020 May 04, 2020	SELL	$121.75 - $210.58 $25,689 - $44,432	-211 Reduced 4.89%	4,102 $590,000
Q4 2019 Jan 13, 2020	BUY	$185.78 - $206.16 $12,261 - $13,606	66 Added 1.55%	4,313 $888,000
Q3 2019 Nov 04, 2019	BUY	$183.17 - $198.52 $915 - $992	5 Added 0.12%	4,247 $821,000
Q2 2019 Jul 25, 2019	BUY	$181.14 - $198.0 $1,086 - $1,188	6 Added 0.14%	4,242 $824,000
Q1 2019 Apr 17, 2019	SELL	$162.83 - $193.4 $21,330 - $25,335	-131 Reduced 3.0%	4,236 $802,000
Q4 2018 Jan 17, 2019	BUY	$156.48 - $199.76 $128,157 - $163,603	819 Added 23.08%	4,367 $725,000
Q2 2018 Aug 08, 2018	BUY	$183.17 - $200.64 $53,851 - $58,988	294 Added 9.04%	3,548 $691,000
Q4 2017 Jan 12, 2018	SELL	$180.58 - $190.73 $902 - $953	-5 Reduced 0.15%	3,254 $618,000
Q3 2017 Oct 12, 2017	BUY	$176.74 - $178.9 $575,995 - $583,035	3,259	3,259 $583,000

Others Institutions Holding IJH

# of Institutions

2,657

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

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.

Account

Appleton Partners Inc Ishares Core S&P Mid Cap ETF Transaction History