Appleton Partners Inc Ishares S&P Midcap 400 Value E Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

A detailed history of Appleton Partners Inc transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Appleton Partners Inc holds 2,336 shares of IJJ stock, worth $261,398. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,336
Previous 1,911 22.24%
Holding current value
$261,398
Previous $226,000 17.26%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
BUY
$109.44 - $118.4 $46,512 - $50,320
425 Added 22.24%
2,336 $265,000
Q1 2024

Apr 01, 2024
SELL
$109.27 - $118.29 $2,841 - $3,075
-26 Reduced 1.34%
1,911 $226,000
Q4 2023

Jan 02, 2024
SELL
$93.05 - $115.17 $6,978 - $8,637
-75 Reduced 3.73%
1,937 $221,000
Q4 2022

Jan 19, 2023
BUY
$98.46 - $106.74 $198,101 - $214,760
2,012 New
2,012 $203,000
Q1 2022

Apr 05, 2022
SELL
N/A
-1,820 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
N/A
1,820 New
1,820 $201,000
Q2 2021

Jul 07, 2021
SELL
N/A
-2,620 Closed
0 $0
Q4 2020

Jan 19, 2021
BUY
N/A
2,620 New
2,620 $226,000
Q3 2020

Oct 14, 2020
SELL
N/A
-1,535 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-565 Reduced 26.9%
1,535 $204,000
Q1 2020

May 04, 2020
SELL
N/A
-15 Reduced 0.71%
2,100 $230,000
Q4 2019

Jan 13, 2020
SELL
N/A
-25 Reduced 1.17%
2,115 $361,000
Q1 2019

Apr 17, 2019
SELL
N/A
-85 Reduced 3.82%
2,140 $336,000
Q4 2018

Jan 17, 2019
SELL
N/A
-10 Reduced 0.45%
2,225 $308,000
Q3 2018

Oct 09, 2018
SELL
N/A
-82 Reduced 3.54%
2,235 $374,000
Q1 2018

Apr 11, 2018
SELL
N/A
-1,245 Reduced 34.95%
2,317 $358,000
Q4 2017

Jan 12, 2018
SELL
N/A
-20 Reduced 0.56%
3,562 $570,000
Q3 2017

Oct 12, 2017
BUY
N/A
3,582
3,582 $547,000

Others Institutions Holding IJJ

# of Institutions
772
Shares Held
41.5M
Call Options Held
4.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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