Appleton Partners Inc Ishares Core S&P U.S. Value Et Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 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 3,862 shares of IUSV stock, worth $356,887. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,862
Previous 4,072
5.16%
Holding current value
$356,887
Previous $368,000
7.61%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.85 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.2 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$793 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$426 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$395 Million7.67% of portfolio