Benchmark Financial Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $262 Million
  • Q1 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 15,591 shares of EUSA stock, worth $1.37 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
15,591
Previous 16,622 6.2%
Holding current value
$1.37 Million
Previous $1.4 Million 1.07%
% of portfolio
0.54%
Previous 0.6%

Shares

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

Apr 22, 2024
SELL
$82.14 - $90.99 $84,686 - $93,810
-1,031 Reduced 6.2%
15,591 $1.42 Million
Q4 2023

Jan 23, 2024
SELL
$70.68 - $84.86 $73,295 - $87,999
-1,037 Reduced 5.87%
16,622 $1.4 Million
Q2 2023

Jul 25, 2023
SELL
$73.02 - $78.8 $40,014 - $43,182
-548 Reduced 3.01%
17,659 $1.39 Million
Q1 2023

Apr 28, 2023
BUY
$71.79 - $81.04 $57,144 - $64,507
796 Added 4.57%
18,207 $1.38 Million
Q4 2022

Jan 23, 2023
SELL
$70.43 - $77.45 $94,517 - $103,937
-1,342 Reduced 7.16%
17,411 $0
Q3 2022

Nov 01, 2022
SELL
N/A
-11,397 Reduced 37.8%
18,753 $1.25 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-6,737 Reduced 18.26%
30,150 $2.13 Million
Q1 2022

Apr 22, 2022
BUY
N/A
4,564 Added 14.12%
36,887 $3.13 Million
Q4 2021

Jan 26, 2022
BUY
N/A
15,522 Added 92.39%
32,323 $2.89 Million
Q3 2021

Oct 26, 2021
BUY
N/A
4,633 Added 38.08%
16,801 $1.41 Million
Q2 2021

Jul 26, 2021
BUY
N/A
3,822 Added 45.79%
12,168 $1.03 Million
Q1 2021

Apr 26, 2021
BUY
N/A
1,074 Added 14.77%
8,346 $654,000
Q4 2020

Jan 20, 2021
BUY
N/A
5 Added 0.07%
7,272 $525,000
Q3 2020

Oct 15, 2020
SELL
N/A
-1,213 Reduced 14.3%
7,267 $444,000
Q2 2020

Jul 21, 2020
SELL
N/A
-9,543 Reduced 52.95%
8,480 $485,000
Q1 2020

May 08, 2020
BUY
N/A
61 Added 0.34%
18,023 $840,000
Q4 2019

Jan 31, 2020
BUY
N/A
45 Added 0.25%
17,962 $1.15 Million
Q3 2019

Nov 01, 2019
BUY
N/A
362 Added 2.06%
17,917 $1.07 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-57 Reduced 0.32%
17,555 $1.04 Million
Q1 2019

Apr 24, 2019
BUY
N/A
310 Added 1.79%
17,612 $1.01 Million
Q4 2018

Jan 30, 2019
BUY
N/A
5,656 Added 48.57%
17,302 $861,000
Q3 2018

Nov 05, 2018
BUY
N/A
11,646 New
11,646 $687,000

Others Institutions Holding EUSA

# of Institutions
103
Shares Held
4.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA EQUAL WEIGHTE

EUSA Quotes by TradingView
  • Ticker EUSA
  • Sector ETFs
  • Industry ETFs
More about EUSA
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC 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 Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email