Apexium Financial, LP Ishares Russell 2000 ETF Transaction History

Apexium Financial, LP

$1.5 Billion
Q4 2024

A detailed history of Apexium Financial, LP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Apexium Financial, LP holds 12,101 shares of IWM stock, worth $2.64 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,101

Previous 11,687 3.54%

Holding current value

$2.64 Million

Previous $2.58 Million 3.56%

% of portfolio

0.18%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$216.13 - $242.4 $89,477 - $100,353	414 Added 3.54%	12,101 $2.67 Million
Q3 2024 Oct 15, 2024	BUY	$200.87 - $224.6 $209,708 - $234,482	1,044 Added 9.81%	11,687 $2.58 Million
Q2 2024 Aug 05, 2024	BUY	$192.84 - $209.44 $357,911 - $388,720	1,856 Added 21.12%	10,643 $2.16 Million
Q1 2024 Apr 19, 2024	SELL	$189.48 - $210.3 $443,004 - $491,681	-2,338 Reduced 21.02%	8,787 $1.85 Million
Q4 2023 Feb 08, 2024	BUY	$162.21 - $204.82 $873,500 - $1.1 Million	5,385 Added 93.82%	11,125 $2.23 Million
Q3 2023 Oct 24, 2023	BUY	$174.36 - $198.71 $116,472 - $132,738	668 Added 13.17%	5,740 $1.01 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $29,479 - $32,511	173 Added 3.53%	5,072 $949,000
Q1 2023 May 17, 2023	BUY	$170.25 - $198.32 $108,960 - $126,924	640 Added 15.03%	4,899 $873,000
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $186,159 - $209,863	1,116 Added 35.51%	4,259 $742,000
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $515,986 - $631,963	3,143 New	3,143 $518,000

Others Institutions Holding IWM

# of Institutions

2,930

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Apexium Financial, LP Ishares Russell 2000 ETF Transaction History