A detailed history of Apexium Financial, LP transactions in Ishares Tr stock. As of the latest transaction made, Apexium Financial, LP holds 11,390 shares of IYH stock, worth $691,486. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,390
Previous 2,289 397.6%
Holding current value
$691,486
Previous $655,000 7.63%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 19, 2024

BUY
$60.83 - $309.78 $553,613 - $2.82 Million
9,101 Added 397.6%
11,390 $705,000
Q3 2023

Oct 24, 2023

SELL
$270.07 - $286.44 $33,758 - $35,805
-125 Reduced 5.18%
2,289 $618,000
Q2 2023

Aug 14, 2023

SELL
$267.13 - $285.74 $25,377 - $27,145
-95 Reduced 3.79%
2,414 $676,000
Q1 2023

May 17, 2023

SELL
$260.66 - $283.72 $33,103 - $36,032
-127 Reduced 4.82%
2,509 $685,000
Q4 2022

Feb 14, 2023

BUY
$269.55 - $291.18 $539 - $582
2 Added 0.08%
2,636 $747,000
Q3 2022

Nov 14, 2022

BUY
$256.71 - $281.89 $676,174 - $742,498
2,634 New
2,634 $666,000
Q2 2020

Jul 22, 2020

SELL
$180.66 - $222.47 $233,051 - $286,986
-1,290 Closed
0 $0
Q1 2020

Apr 20, 2020

BUY
$158.63 - $221.56 $204,632 - $285,812
1,290 New
1,290 $242,000

Others Institutions Holding IYH

About ISHARES TR


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