Appleton Partners Inc Ishares Tr Transaction History

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025

A detailed history of Appleton Partners Inc transactions in Ishares Tr stock. As of the latest transaction made, Appleton Partners Inc holds 7,439 shares of IYE stock, worth $363,023. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,439
Previous 6,539 13.76%
Holding current value
$363,023
Previous $296,000 19.59%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$44.83 - $48.91 $40,347 - $44,019
900 Added 13.76%
7,439 $354,000
Q3 2024

Oct 01, 2024
SELL
$44.44 - $49.18 $4,444 - $4,918
-100 Reduced 1.51%
6,539 $303,000
Q3 2022

Oct 27, 2022
BUY
$36.07 - $45.64 $17,133 - $21,679
475 Added 7.71%
6,639 $261,000
Q2 2022

Jul 08, 2022
SELL
$37.64 - $48.83 $3,764 - $4,883
-100 Reduced 1.6%
6,164 $235,000
Q1 2022

Apr 05, 2022
BUY
$31.0 - $42.12 $194,184 - $263,839
6,264 New
6,264 $256,000

Others Institutions Holding IYE

# of Institutions
321
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

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