Apexium Financial, LP Ishares Russell Mid Cap ETF Transaction History

Apexium Financial, LP

$1.86 Billion
Q3 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 2,946 shares of IWR stock, worth $278,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,946

Previous 2,937 0.31%

Holding current value

$278,750

Previous $270,000 5.19%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$92.26 - $97.51 $830 - $877	9 Added 0.31%	2,946 $284,000
Q2 2025 Jul 22, 2025	BUY	$74.88 - $91.97 $524 - $643	7 Added 0.24%	2,937 $270,000
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

1,646

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

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.

Account

Apexium Financial, LP Ishares Russell Mid Cap ETF Transaction History