Apexium Financial, LP Ishares Tr Transaction History

Apexium Financial, LP

$1.86 Billion
Q3 2025

A detailed history of Apexium Financial, LP transactions in Ishares Tr stock. As of the latest transaction made, Apexium Financial, LP holds 5,655 shares of SHV stock, worth $623,689. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,655

Holding current value

$623,689

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 17, 2025	BUY	$110.06 - $110.49 $622,389 - $624,820	5,655 New	5,655 $624,000

Others Institutions Holding SHV

# of Institutions

781

Shares Held

101M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$836 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.97M
Shares

$659 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

5.5M
Shares

$607 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.2M
Shares

$352 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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