A detailed history of Apexium Financial, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Apexium Financial, LP holds 5,964 shares of IWD stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,964
Previous 5,812 2.62%
Holding current value
$1.18 Million
Previous $1.01 Million 11.54%
% of portfolio
0.08%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$173.36 - $189.8 $26,350 - $28,849
152 Added 2.62%
5,964 $1.13 Million
Q2 2024

Aug 05, 2024

SELL
$169.4 - $179.05 $39,809 - $42,076
-235 Reduced 3.89%
5,812 $1.01 Million
Q1 2024

Apr 19, 2024

SELL
$161.84 - $179.11 $2.64 Million - $2.92 Million
-16,291 Reduced 72.93%
6,047 $1.08 Million
Q4 2023

Feb 08, 2024

BUY
$143.69 - $165.7 $2.26 Million - $2.6 Million
15,721 Added 237.59%
22,338 $3.69 Million
Q1 2023

May 17, 2023

BUY
$145.2 - $161.56 $54,304 - $60,423
374 Added 5.99%
6,617 $1.01 Million
Q3 2022

Nov 14, 2022

BUY
$135.99 - $161.15 $848,985 - $1.01 Million
6,243 New
6,243 $849,000
Q2 2022

Jul 28, 2022

SELL
$140.99 - $168.41 $187,939 - $224,490
-1,333 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$134.89 - $153.0 $179,808 - $203,949
1,333 New
1,333 $202,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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