Appleton Partners Inc Ishares Core S&P U.S. Value Et Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Appleton Partners Inc holds 3,212 shares of IUSV stock, worth $317,602. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,212
Previous 3,862 16.83%
Holding current value
$317,602
Previous $340,000 9.71%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 01, 2024
SELL
$87.56 - $95.49 $56,914 - $62,068
-650 Reduced 16.83%
3,212 $307,000
Q2 2024

Jul 02, 2024
SELL
$85.39 - $90.42 $17,931 - $18,988
-210 Reduced 5.16%
3,862 $340,000
Q4 2023

Jan 02, 2024
BUY
$71.48 - $84.61 $44,675 - $52,881
625 Added 18.13%
4,072 $343,000
Q3 2022

Oct 27, 2022
SELL
$62.61 - $73.64 $9,391 - $11,046
-150 Reduced 4.17%
3,447 $216,000
Q1 2021

Apr 19, 2021
SELL
$61.28 - $69.6 $9,192 - $10,440
-150 Reduced 4.0%
3,597 $248,000
Q4 2020

Jan 19, 2021
SELL
$53.17 - $62.19 $11,963 - $13,992
-225 Reduced 5.66%
3,747 $233,000
Q2 2020

Aug 14, 2020
BUY
$44.04 - $57.88 $174,926 - $229,899
3,972 New
3,972 $207,000
Q1 2020

May 04, 2020
SELL
$39.87 - $63.83 $209,317 - $335,107
-5,250 Closed
0 $0
Q3 2019

Nov 04, 2019
SELL
$54.3 - $58.65 $24,435 - $26,392
-450 Reduced 7.89%
5,250 $303,000
Q1 2019

Apr 17, 2019
SELL
$48.21 - $55.66 $28,926 - $33,396
-600 Reduced 9.52%
5,700 $313,000
Q2 2018

Aug 08, 2018
SELL
$51.95 - $55.12 $779 - $826
-15 Reduced 0.24%
6,300 $338,000
Q1 2018

Apr 11, 2018
SELL
$51.81 - $58.63 $8,548 - $9,673
-165 Reduced 2.55%
6,315 $335,000
Q4 2017

Jan 12, 2018
SELL
$52.55 - $55.6 $4,729 - $5,004
-90 Reduced 1.37%
6,480 $359,000
Q3 2017

Oct 12, 2017
BUY
$52.0 - $52.35 $341,640 - $343,939
6,570
6,570 $344,000

Others Institutions Holding IUSV

# of Institutions
726
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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