Benchmark Financial Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

$264 Million
Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 56,989 shares of IJH stock, worth $3.24 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

56,989

Previous 68,282 16.54%

Holding current value

$3.24 Million

Previous $4.25 Million 21.84%

% of portfolio

1.26%

Previous 1.37%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$57.21 - $65.8 $646,072 - $743,079	-11,293 Reduced 16.54%	56,989 $3.33 Million
Q4 2024 Jan 27, 2025	SELL	$61.68 - $67.87 $42,929 - $47,237	-696 Reduced 1.01%	68,282 $4.25 Million
Q3 2024 Oct 30, 2024	SELL	$57.32 - $62.65 $139,001 - $151,926	-2,425 Reduced 3.4%	68,978 $4.3 Million
Q2 2024 Jul 23, 2024	SELL	$56.43 - $60.79 $118,728 - $127,902	-2,104 Reduced 2.86%	71,403 $4.18 Million
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $3.28 Million - $16.4 Million	57,541 Added 360.4%	73,507 $4.46 Million
Q4 2023 Jan 23, 2024	BUY	$232.04 - $279.85 $91,191 - $109,981	393 Added 2.52%	15,966 $4.42 Million
Q3 2023 Oct 13, 2023	BUY	$246.15 - $272.4 $12,307 - $13,619	50 Added 0.32%	15,573 $3.88 Million
Q2 2023 Jul 25, 2023	SELL	$240.22 - $261.48 $108,579 - $118,188	-452 Reduced 2.83%	15,523 $4.06 Million
Q1 2023 Apr 28, 2023	SELL	$237.25 - $271.72 $125,030 - $143,196	-527 Reduced 3.19%	15,975 $4 Million
Q4 2022 Jan 23, 2023	BUY	$44.74 - $257.0 $54,761 - $314,568	1,224 Added 8.01%	16,502 $0
Q3 2022 Nov 01, 2022	BUY	$43.85 - $263.28 $29,993 - $180,083	684 Added 4.69%	15,278 $3.35 Million
Q2 2022 Jul 22, 2022	SELL	$219.07 - $270.08 $13,801 - $17,015	-63 Reduced 0.43%	14,594 $3.3 Million
Q1 2022 Apr 22, 2022	SELL	$251.21 - $285.37 $74,609 - $84,754	-297 Reduced 1.99%	14,657 $3.93 Million
Q4 2021 Jan 26, 2022	SELL	$265.81 - $290.54 $156,562 - $171,128	-589 Reduced 3.79%	14,954 $4.23 Million
Q3 2021 Oct 26, 2021	BUY	$256.44 - $277.04 $30,772 - $33,244	120 Added 0.78%	15,543 $4.09 Million
Q2 2021 Jul 26, 2021	BUY	$260.21 - $276.38 $48,919 - $51,959	188 Added 1.23%	15,423 $4.15 Million
Q1 2021 Apr 26, 2021	SELL	$226.3 - $267.93 $434,948 - $514,961	-1,922 Reduced 11.2%	15,235 $3.97 Million
Q4 2020 Jan 20, 2021	SELL	$187.77 - $230.69 $89,566 - $110,039	-477 Reduced 2.71%	17,157 $3.94 Million
Q3 2020 Oct 15, 2020	SELL	$174.43 - $196.49 $203,734 - $229,500	-1,168 Reduced 6.21%	17,634 $3.27 Million
Q2 2020 Jul 21, 2020	SELL	$133.18 - $194.42 $2.71 Million - $3.96 Million	-20,384 Reduced 52.02%	18,802 $3.34 Million
Q1 2020 May 08, 2020	BUY	$121.75 - $210.58 $231,203 - $399,891	1,899 Added 5.09%	39,186 $5.64 Million
Q4 2019 Jan 31, 2020	BUY	$185.78 - $206.16 $715,624 - $794,128	3,852 Added 11.52%	37,287 $7.67 Million
Q3 2019 Nov 01, 2019	BUY	$183.17 - $198.52 $509,029 - $551,687	2,779 Added 9.07%	33,435 $6.46 Million
Q2 2019 Jul 25, 2019	BUY	$181.14 - $198.0 $789,951 - $863,478	4,361 Added 16.58%	30,656 $5.96 Million
Q1 2019 Apr 24, 2019	BUY	$162.83 - $193.4 $661,415 - $785,590	4,062 Added 18.27%	26,295 $4.98 Million
Q4 2018 Jan 30, 2019	BUY	$156.48 - $199.76 $449,567 - $573,910	2,873 Added 14.84%	22,233 $3.69 Million
Q3 2018 Nov 05, 2018	BUY	$194.86 - $204.98 $3.77 Million - $3.97 Million	19,360 New	19,360 $3.9 Million

Others Institutions Holding IJH

# of Institutions

2,661

Shares Held

1.16B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Benchmark Financial Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History