Apexium Financial, LP Ishares Russell 3000 ETF Transaction History

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024

A detailed history of Apexium Financial, LP transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Apexium Financial, LP holds 1,213 shares of IWV stock, worth $414,372. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,213
Previous 1,185 2.36%
Holding current value
$414,372
Previous $387,000 4.65%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$323.08 - $349.08 $9,046 - $9,774
28 Added 2.36%
1,213 $405,000
Q4 2023

Feb 08, 2024
BUY
$234.36 - $274.87 $1,640 - $1,924
7 Added 0.59%
1,185 $324,000
Q2 2023

Aug 14, 2023
SELL
$231.57 - $254.48 $2,315 - $2,544
-10 Reduced 0.84%
1,178 $299,000
Q4 2022

Feb 14, 2023
BUY
$206.89 - $235.47 $1,034 - $1,177
5 Added 0.42%
1,188 $262,000
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $244,928 - $295,040
1,183 New
1,183 $245,000

Others Institutions Holding IWV

# of Institutions
923
Shares Held
31.7M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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