Appleton Partners Inc Ishares Msci Usa Min Vol Facto Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

Shares

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

Jan 28, 2025
SELL
$88.59 - $94.57 $35,436 - $37,828
-400 Reduced 14.74%
2,314 $205,000
Q3 2024

Oct 01, 2024
SELL
$83.76 - $91.82 $20,856 - $22,863
-249 Reduced 8.4%
2,714 $248,000
Q2 2024

Jul 02, 2024
SELL
$79.92 - $84.63 $17,182 - $18,195
-215 Reduced 6.77%
2,963 $249,000
Q1 2024

Apr 01, 2024
SELL
$77.86 - $83.58 $139,758 - $150,026
-1,795 Reduced 36.09%
3,178 $266,000
Q4 2023

Jan 02, 2024
SELL
$70.56 - $78.63 $24,696 - $27,520
-350 Reduced 6.58%
4,973 $388,000
Q3 2023

Oct 03, 2023
SELL
$72.38 - $76.06 $26,780 - $28,142
-370 Reduced 6.5%
5,323 $385,000
Q2 2023

Jul 10, 2023
SELL
$71.44 - $74.33 $6,072 - $6,318
-85 Reduced 1.47%
5,693 $423,000
Q1 2023

Apr 10, 2023
BUY
$69.12 - $73.78 $22,464 - $23,978
325 Added 5.96%
5,778 $420,000
Q4 2022

Jan 19, 2023
SELL
$65.75 - $75.5 $16,437 - $18,875
-250 Reduced 4.38%
5,453 $393,000
Q3 2022

Oct 27, 2022
SELL
$66.1 - $76.63 $4,494 - $5,210
-68 Reduced 1.18%
5,703 $377,000
Q2 2022

Jul 08, 2022
BUY
$66.73 - $79.1 $84,680 - $100,377
1,269 Added 28.19%
5,771 $405,000
Q1 2022

Apr 05, 2022
SELL
$71.88 - $80.4 $12,794 - $14,311
-178 Reduced 3.8%
4,502 $349,000
Q4 2021

Feb 03, 2022
BUY
$73.28 - $81.04 $25,867 - $28,607
353 Added 8.16%
4,680 $379,000
Q3 2021

Oct 14, 2021
SELL
$73.5 - $78.28 $23,740 - $25,284
-323 Reduced 6.95%
4,327 $318,000
Q2 2021

Jul 07, 2021
SELL
$69.72 - $73.7 $25,726 - $27,195
-369 Reduced 7.35%
4,650 $342,000
Q1 2021

Apr 19, 2021
SELL
$65.18 - $69.88 $12,319 - $13,207
-189 Reduced 3.63%
5,019 $347,000
Q4 2020

Jan 19, 2021
SELL
$61.66 - $67.88 $21,827 - $24,029
-354 Reduced 6.36%
5,208 $354,000
Q3 2020

Oct 14, 2020
SELL
$60.74 - $66.36 $37,172 - $40,612
-612 Reduced 9.91%
5,562 $354,000
Q2 2020

Aug 14, 2020
SELL
$51.94 - $64.01 $27,268 - $33,605
-525 Reduced 7.84%
6,174 $374,000
Q1 2020

May 04, 2020
SELL
$46.61 - $69.67 $50,385 - $75,313
-1,081 Reduced 13.89%
6,699 $362,000
Q4 2019

Jan 13, 2020
SELL
$62.68 - $65.67 $45,756 - $47,939
-730 Reduced 8.58%
7,780 $510,000
Q3 2019

Nov 04, 2019
SELL
$61.12 - $64.69 $33,004 - $34,932
-540 Reduced 5.97%
8,510 $545,000
Q2 2019

Jul 25, 2019
SELL
$58.77 - $62.47 $2,938 - $3,123
-50 Reduced 0.55%
9,050 $559,000
Q1 2019

Apr 17, 2019
SELL
$51.18 - $58.8 $57,168 - $65,679
-1,117 Reduced 10.93%
9,100 $535,000
Q4 2018

Jan 17, 2019
BUY
$49.77 - $57.05 $11,546 - $13,235
232 Added 2.32%
10,217 $535,000
Q3 2018

Oct 09, 2018
SELL
$53.24 - $57.58 $11,446 - $12,379
-215 Reduced 2.11%
9,985 $570,000
Q2 2018

Aug 08, 2018
SELL
$51.06 - $53.87 $132,245 - $139,523
-2,590 Reduced 20.25%
10,200 $542,000
Q1 2018

Apr 11, 2018
SELL
$50.24 - $55.31 $52,752 - $58,075
-1,050 Reduced 7.59%
12,790 $664,000
Q4 2017

Jan 12, 2018
SELL
$50.5 - $53.37 $27,017 - $28,552
-535 Reduced 3.72%
13,840 $730,000
Q3 2017

Oct 12, 2017
BUY
$50.1 - $50.34 $720,187 - $723,637
14,375
14,375 $724,000

Others Institutions Holding USMV

# of Institutions
1,393
Shares Held
204M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email