Appleton Partners Inc Ishares Tr Msci Eafe Small Cap Transaction History

Appleton Partners Inc

$1.3 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 08, 2018	SELL	$62.31 - $66.88 $197,211 - $211,675	-3,165 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	$62.72 - $69.19 $198,508 - $218,986	3,165 New	3,165 $206,000

Others Institutions Holding SCZ

# of Institutions

720

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

Jones Financial Companies Lllp

15.5M
Shares

$968 Million
1.34% of portfolio
Natixis Advisors, L.P. Boston, MA

7.21M
Shares

$451 Million
1.05% of portfolio
State Of New Jersey Common Pension Fund D

5.27M
Shares

$329 Million
1.02% of portfolio
Creative Planning Overland Park, KS

5.07M
Shares

$317 Million
0.36% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.99M
Shares

$312 Million
0.97% of portfolio

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.