Apexium Financial, LP Ishares Russell Mid Cap ETF Transaction History

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024

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 2,923 shares of IWR stock, worth $270,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,923
Previous 2,939 0.54%
Holding current value
$270,231
Previous $259,000 0.39%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,434
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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

Track Apexium Financial, LP Portfolio

Follow Apexium Financial, LP 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 Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email