Apexium Financial, LP Ishares Russell Mid Cap ETF Transaction History

Apexium Financial, LP

  • $1.53 Billion
  • Q1 2025

A detailed history of Apexium Financial, LP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Apexium Financial, LP holds 2,930 shares of IWR stock, worth $259,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,930
Previous 2,923 0.24%
Holding current value
$259,422
Previous $258,000 3.49%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $579 - $650
7 Added 0.24%
2,930 $249,000
Q4 2024

Jan 22, 2025
SELL
$87.25 - $95.52 $1,396 - $1,528
-16 Reduced 0.54%
2,923 $258,000
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $799 - $881
10 Added 0.34%
2,939 $259,000
Q2 2024

Aug 05, 2024
BUY
$78.66 - $83.59 $550 - $585
7 Added 0.24%
2,929 $237,000
Q1 2024

Apr 19, 2024
SELL
$75.37 - $84.09 $389,436 - $434,493
-5,167 Reduced 63.88%
2,922 $245,000
Q4 2023

Feb 08, 2024
BUY
$64.84 - $78.27 $336,778 - $406,534
5,194 Added 179.41%
8,089 $628,000
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $472 - $511
7 Added 0.24%
2,895 $211,000
Q1 2023

May 17, 2023
BUY
$66.27 - $75.04 $191,387 - $216,715
2,888 New
2,888 $201,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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