Appleton Partners Inc Ishares S&P 500 Value ETF Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

A detailed history of Appleton Partners Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Appleton Partners Inc holds 2,190 shares of IVE stock, worth $450,351. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,190
Previous 2,190 -0.0%
Holding current value
$450,351
Previous $417,000 2.64%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$189.5 - $206.17 $171,876 - $186,996
907 Added 70.69%
2,190 $418,000
Q3 2024

Oct 01, 2024
SELL
$181.06 - $197.17 $7,242 - $7,886
-40 Reduced 3.02%
1,283 $253,000
Q1 2024

Apr 01, 2024
SELL
$171.09 - $186.81 $17,109 - $18,681
-100 Reduced 7.03%
1,323 $247,000
Q4 2023

Jan 02, 2024
SELL
$147.64 - $174.21 $2,952 - $3,484
-20 Reduced 1.39%
1,423 $247,000
Q3 2023

Oct 03, 2023
SELL
$153.33 - $166.75 $34,652 - $37,685
-226 Reduced 13.54%
1,443 $222,000
Q2 2023

Jul 10, 2023
SELL
$149.72 - $161.19 $2,245 - $2,417
-15 Reduced 0.89%
1,669 $269,000
Q3 2022

Oct 27, 2022
BUY
$128.52 - $150.96 $12,852 - $15,096
100 Added 6.31%
1,684 $216,000
Q2 2021

Jul 07, 2021
SELL
$142.18 - $151.25 $5,687 - $6,050
-40 Reduced 2.46%
1,584 $234,000
Q4 2020

Jan 19, 2021
SELL
$109.93 - $128.18 $183,253 - $213,676
-1,667 Reduced 50.65%
1,624 $208,000
Q2 2020

Aug 14, 2020
SELL
$91.94 - $119.67 $2,298 - $2,991
-25 Reduced 0.75%
3,291 $356,000
Q1 2020

May 04, 2020
BUY
$82.97 - $131.79 $10,786 - $17,132
130 Added 4.08%
3,316 $319,000
Q3 2019

Nov 04, 2019
SELL
$112.0 - $120.88 $27,888 - $30,099
-249 Reduced 7.25%
3,186 $380,000
Q2 2019

Jul 25, 2019
BUY
$108.5 - $117.48 $372,697 - $403,543
3,435 New
3,435 $400,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

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