A detailed history of Apexium Financial, LP transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Apexium Financial, LP holds 40,715 shares of IWY stock, worth $8.73 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
40,715
Previous 37,130 9.66%
Holding current value
$8.73 Million
Previous $6.51 Million 22.11%
% of portfolio
0.67%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$170.38 - $196.82 $610,812 - $705,599
3,585 Added 9.66%
40,715 $7.94 Million
Q4 2023

Feb 08, 2024

BUY
$149.01 - $175.92 $104,605 - $123,495
702 Added 1.93%
37,130 $6.51 Million
Q3 2023

Oct 24, 2023

BUY
$152.69 - $164.44 $137,421 - $147,996
900 Added 2.53%
36,428 $5.6 Million
Q2 2023

Aug 14, 2023

BUY
$136.24 - $158.56 $700,546 - $815,315
5,142 Added 16.92%
35,528 $5.63 Million
Q1 2023

May 17, 2023

BUY
$117.74 - $138.93 $440,583 - $519,876
3,742 Added 14.04%
30,386 $4.22 Million
Q4 2022

Feb 14, 2023

SELL
$117.64 - $131.34 $293,158 - $327,299
-2,492 Reduced 8.55%
26,644 $3.21 Million
Q3 2022

Nov 14, 2022

BUY
N/A
29,136 New
29,136 $3.48 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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.