Apexium Financial, LP Ishares Tr Russell 1000 ETF Transaction History

Apexium Financial, LP

$1.37 Billion
Q3 2024

A detailed history of Apexium Financial, LP transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Apexium Financial, LP holds 10,197 shares of IWB stock, worth $3.28 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

10,197

Previous 10,240 0.42%

Holding current value

$3.28 Million

Previous $3.05 Million 5.22%

% of portfolio

0.23%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$283.28 - $314.39 $12,181 - $13,518	-43 Reduced 0.42%	10,197 $3.21 Million
Q2 2024 Aug 05, 2024	SELL	$272.21 - $298.72 $48,453 - $53,172	-178 Reduced 1.71%	10,240 $3.05 Million
Q1 2024 Apr 19, 2024	SELL	$257.46 - $288.1 $745,089 - $833,761	-2,894 Reduced 21.74%	10,418 $3 Million
Q4 2023 Feb 08, 2024	BUY	$225.16 - $263.17 $494,001 - $577,394	2,194 Added 19.73%	13,312 $3.49 Million
Q2 2023 Aug 14, 2023	SELL	$221.85 - $243.74 $202,770 - $222,778	-914 Reduced 7.6%	11,118 $2.71 Million
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $1.09 Million - $1.31 Million	5,517 Added 84.68%	12,032 $2.37 Million
Q2 2020 Jul 22, 2020	SELL	$135.3 - $179.75 $224,192 - $297,845	-1,657 Reduced 20.28%	6,515 $1.12 Million
Q1 2020 Apr 20, 2020	BUY	$122.99 - $188.06 $1.01 Million - $1.54 Million	8,172 New	8,172 $1.16 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Apexium Financial, LP Ishares Tr Russell 1000 ETF Transaction History